Circle Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $200K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $263K | Sell |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $501K | Buy |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $257K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $484K | Buy |
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|
2019
Q2 | $442K | Sell |
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|
2019
Q1 | $609K | Hold |
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|
2018
Q4 | $514K | Sell |
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|
2018
Q3 | $894K | Buy |
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|
2018
Q2 | $867K | Buy |
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|
2018
Q1 | $779K | Buy |
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|
2017
Q4 | $870K | Sell |
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|
2017
Q3 | $951K | Buy |
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|
2017
Q2 | $931K | Buy |
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|
2017
Q1 | $930K | Buy |
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|
2016
Q4 | $749K | Buy |
|