Cherrydale Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
3,772
-246
| -6% | -$26.5K | 0.14% | 48 |
|
|
2025
Q1 | $478K | Buy |
4,018
+358
| +10% | +$42.6K | 0.19% | 39 |
|
|
2024
Q4 | $394K | Sell |
3,660
-550
| -13% | -$59.2K | 0.15% | 44 |
|
|
2024
Q3 | $494K | Buy |
4,210
+413
| +11% | +$48.4K | 0.2% | 36 |
|
|
2024
Q2 | $437K | Buy |
3,797
+488
| +15% | +$56.2K | 0.19% | 37 |
|
|
2024
Q1 | $385K | Buy |
3,309
+474
| +17% | +$55.1K | 0.18% | 39 |
|
|
2023
Q4 | $283K | Sell |
2,835
-33
| -1% | -$3.3K | 0.15% | 39 |
|
|
2023
Q3 | $337K | Buy |
2,868
+191
| +7% | +$22.5K | 0.2% | 33 |
|
|
2023
Q2 | $287K | Buy |
2,677
+97
| +4% | +$10.4K | 0.2% | 31 |
|
|
2023
Q1 | $283K | Sell |
2,580
-247
| -9% | -$27.1K | 0.21% | 29 |
|
|
2022
Q4 | $312K | Buy |
2,827
+404
| +17% | +$44.6K | 0.26% | 26 |
|
|
2022
Q3 | $212K | Buy |
+2,423
| New | +$212K | 0.2% | 31 |
|