Coastwise Capital Group’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 | $300K | Sell |
2,779
-76
| -3% | -$8.19K | 0.24% | 92 |
|
|
2025
Q1 | $340K | Sell |
2,855
-80
| -3% | -$9.52K | 0.29% | 83 |
|
|
2024
Q4 | $316K | Buy |
2,935
+22
| +0.8% | +$2.37K | 0.25% | 90 |
|
|
2024
Q3 | $341K | Buy |
2,913
+103
| +4% | +$12.1K | 0.28% | 90 |
|
|
2024
Q2 | $324K | Buy |
2,810
+9
| +0.3% | +$1.04K | 0.31% | 83 |
|
|
2024
Q1 | $326K | Buy |
2,801
+454
| +19% | +$52.8K | 0.3% | 85 |
|
|
2023
Q4 | $235K | Sell |
2,347
-580
| -20% | -$58K | 0.24% | 99 |
|
|
2023
Q3 | $344K | Sell |
2,927
-583
| -17% | -$68.5K | 0.39% | 72 |
|
|
2023
Q2 | $376K | Buy |
3,510
+718
| +26% | +$77K | 0.43% | 69 |
|
|
2023
Q1 | $306K | Sell |
2,792
-882
| -24% | -$96.7K | 0.35% | 82 |
|
|
2022
Q4 | $405K | Sell |
3,674
-3,469
| -49% | -$383K | 0.48% | 62 |
|
|
2022
Q3 | $624K | Sell |
7,143
-1,052
| -13% | -$91.9K | 0.99% | 36 |
|
|
2022
Q2 | $702K | Sell |
8,195
-1,821
| -18% | -$156K | 0.85% | 33 |
|
|
2022
Q1 | $827K | Buy |
+10,016
| New | +$827K | 1.03% | 26 |
|