CA
Claro Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Sell |
40,491
-2,803
| -6% | -$302K | 0.72% | 29 |
|
|
2025
Q1 | $5.15M | Buy |
43,294
+1,152
| +3% | +$137K | 0.69% | 23 |
|
|
2024
Q4 | $4.53M | Sell |
42,142
-6,866
| -14% | -$739K | 0.61% | 27 |
|
|
2024
Q3 | $5.74M | Buy |
49,008
+4,465
| +10% | +$523K | 0.74% | 24 |
|
|
2024
Q2 | $5.13M | Buy |
44,543
+2,509
| +6% | +$289K | 0.8% | 25 |
|
|
2024
Q1 | $4.89M | Buy |
42,034
+2,738
| +7% | +$318K | 0.85% | 24 |
|
|
2023
Q4 | $3.93M | Sell |
39,296
-1,269
| -3% | -$127K | 0.85% | 22 |
|
|
2023
Q3 | $4.77M | Buy |
40,565
+884
| +2% | +$104K | 1.19% | 14 |
|
|
2023
Q2 | $4.26M | Sell |
39,681
-39
| -0.1% | -$4.18K | 1.06% | 14 |
|
|
2023
Q1 | $4.36M | Buy |
39,720
+11,566
| +41% | +$1.27M | 1.28% | 12 |
|
|
2022
Q4 | $3.11M | Buy |
28,154
+15,057
| +115% | +$1.66M | 1.02% | 17 |
|
|
2022
Q3 | $1.12M | Hold |
13,097
| – | – | 0.45% | 52 |
|
|
2022
Q2 | $1.12M | Buy |
13,097
+1,463
| +13% | +$125K | 0.45% | 52 |
|
|
2022
Q1 | $712K | Hold |
11,634
| – | – | 0.26% | 99 |
|
|
2021
Q4 | $712K | Sell |
11,634
-11,422
| -50% | -$699K | 0.26% | 99 |
|
|
2021
Q3 | $1.36M | Sell |
23,056
-71
| -0.3% | -$4.18K | 0.57% | 37 |
|
|
2021
Q2 | $1.46M | Buy |
23,127
+284
| +1% | +$17.9K | 0.66% | 34 |
|
|
2021
Q1 | $1.28M | Buy |
22,843
+264
| +1% | +$14.7K | 0.65% | 38 |
|
|
2020
Q4 | $931K | Sell |
22,579
-1,047
| -4% | -$43.2K | 0.49% | 53 |
|
|
2020
Q3 | $811K | Buy |
23,626
+10,618
| +82% | +$364K | 0.51% | 49 |
|
|
2020
Q2 | $582K | Sell |
13,008
-300
| -2% | -$13.4K | 0.4% | 71 |
|
|
2020
Q1 | $505K | Sell |
13,308
-1,837
| -12% | -$69.7K | 0.47% | 64 |
|
|
2019
Q4 | $1.06M | Buy |
15,145
+1,591
| +12% | +$111K | 0.81% | 32 |
|
|
2019
Q3 | $957K | Sell |
13,554
-505
| -4% | -$35.7K | 0.85% | 30 |
|
|
2019
Q2 | $1.08M | Sell |
14,059
-1,653
| -11% | -$127K | 0.99% | 27 |
|
|
2019
Q1 | $1.27M | Buy |
15,712
+2,299
| +17% | +$186K | 1.26% | 16 |
|
|
2018
Q4 | $1.14M | Buy |
+13,413
| New | +$1.14M | 0.91% | 20 |
|