CMA
Cedar Mountain Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
1,271
-95
| -7% | -$10.2K | 0.03% | 64 |
|
|
2025
Q1 | $162K | Buy |
1,366
+7
| +0.5% | +$833 | 0.04% | 59 |
|
|
2024
Q4 | $146K | Sell |
1,359
-11
| -0.8% | -$1.18K | 0.03% | 62 |
|
|
2024
Q3 | $161K | Buy |
1,370
+9
| +0.7% | +$1.06K | 0.04% | 59 |
|
|
2024
Q2 | $157K | Buy |
1,361
+132
| +11% | +$15.2K | 0.04% | 50 |
|
|
2024
Q1 | $143K | Hold |
1,229
| – | – | 0.04% | 50 |
|
|
2023
Q4 | $123K | Hold |
1,229
| – | – | 0.03% | 51 |
|
|
2023
Q3 | $145K | Sell |
1,229
-708
| -37% | -$83.2K | 0.04% | 51 |
|
|
2023
Q2 | $208K | Buy |
1,937
+35
| +2% | +$3.75K | 0.06% | 40 |
|
|
2023
Q1 | $209K | Sell |
1,902
-180
| -9% | -$19.7K | 0.06% | 41 |
|
|
2022
Q4 | $230K | Hold |
2,082
| – | – | 0.07% | 37 |
|
|
2022
Q3 | $182K | Hold |
2,082
| – | – | 0.06% | 40 |
|
|
2022
Q2 | $178K | Buy |
2,082
+200
| +11% | +$17.1K | 0.06% | 43 |
|
|
2022
Q1 | $155K | Sell |
1,882
-63
| -3% | -$5.19K | 0.05% | 48 |
|
|
2021
Q4 | $119K | Sell |
1,945
-150
| -7% | -$9.18K | 0.04% | 50 |
|
|
2021
Q3 | $123K | Buy |
2,095
+145
| +7% | +$8.51K | 0.04% | 49 |
|
|
2021
Q2 | $123K | Buy |
1,950
+982
| +101% | +$61.9K | 0.04% | 48 |
|
|
2021
Q1 | $54K | Sell |
968
-66
| -6% | -$3.68K | 0.02% | 68 |
|
|
2020
Q4 | $43K | Sell |
1,034
-250
| -19% | -$10.4K | 0.02% | 77 |
|
|
2020
Q3 | $44K | Sell |
1,284
-17
| -1% | -$583 | 0.02% | 71 |
|
|
2020
Q2 | $58K | Sell |
1,301
-215
| -14% | -$9.59K | 0.03% | 58 |
|
|
2020
Q1 | $58K | Sell |
1,516
-651
| -30% | -$24.9K | 0.03% | 52 |
|
|
2019
Q4 | $151K | Buy |
+2,167
| New | +$151K | 0.06% | 38 |
|