CIC Wealth’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.7M | Buy |
14,501
+1,949
| +16% | +$228K | 0.44% | 52 |
|
|
2024
Q2 | $1.44M | Buy |
12,552
+739
| +6% | +$85.1K | 0.4% | 54 |
|
|
2024
Q1 | $1.37M | Sell |
11,813
-222
| -2% | -$25.8K | 0.4% | 58 |
|
|
2023
Q4 | $1.2M | Buy |
12,035
+1,504
| +14% | +$150K | 0.38% | 57 |
|
|
2023
Q3 | $1.24M | Buy |
10,531
+774
| +8% | +$91K | 0.44% | 52 |
|
|
2023
Q2 | $1.05M | Buy |
9,757
+202
| +2% | +$21.7K | 0.36% | 57 |
|
|
2023
Q1 | $1.05M | Buy |
9,555
+1,102
| +13% | +$121K | 0.39% | 58 |
|
|
2022
Q4 | $932K | Buy |
+8,453
| New | +$932K | 0.38% | 62 |
|