CRI
Commonwealth Retirement Investments’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.08M | Sell |
74,999
-5,172
| -6% | -$558K | 3.07% | 5 |
|
|
2025
Q1 | $9.53M | Buy |
80,171
+4,104
| +5% | +$488K | 3.88% | 5 |
|
|
2024
Q4 | $8.18M | Buy |
76,067
+1,333
| +2% | +$143K | 3.37% | 6 |
|
|
2024
Q3 | $8.76M | Buy |
74,734
+1,816
| +2% | +$213K | 3.67% | 6 |
|
|
2024
Q2 | $8.39M | Buy |
72,918
+786
| +1% | +$90.5K | 3.84% | 5 |
|
|
2024
Q1 | $8.38M | Buy |
72,132
+4,063
| +6% | +$472K | 4% | 5 |
|
|
2023
Q4 | $6.81M | Buy |
68,069
+602
| +0.9% | +$60.2K | 3.61% | 5 |
|
|
2023
Q3 | $7.93M | Buy |
67,467
+2,456
| +4% | +$289K | 4.58% | 3 |
|
|
2023
Q2 | $6.97M | Buy |
65,011
+501
| +0.8% | +$53.7K | 3.89% | 7 |
|
|
2023
Q1 | $7.07M | Buy |
64,510
+23,291
| +57% | +$2.55M | 4.2% | 3 |
|
|
2022
Q4 | $4.55M | Buy |
+41,219
| New | +$4.55M | 2.76% | 16 |
|