Concentrum Wealth Management’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 | $594K | Sell |
5,506
-172
| -3% | -$18.5K | 0.19% | 43 |
|
|
2025
Q1 | $675K | Buy |
5,678
+173
| +3% | +$20.6K | 0.25% | 44 |
|
|
2024
Q4 | $592K | Buy |
5,505
+47
| +0.9% | +$5.06K | 0.21% | 47 |
|
|
2024
Q3 | $640K | Buy |
5,458
+17
| +0.3% | +$1.99K | 0.25% | 41 |
|
|
2024
Q2 | $626K | Buy |
5,441
+66
| +1% | +$7.6K | 0.26% | 39 |
|
|
2024
Q1 | $625K | Buy |
5,375
+182
| +4% | +$21.2K | 0.29% | 36 |
|
|
2023
Q4 | $519K | Sell |
5,193
-109
| -2% | -$10.9K | 0.27% | 38 |
|
|
2023
Q3 | $623K | Buy |
5,302
+33
| +0.6% | +$3.88K | 0.38% | 35 |
|
|
2023
Q2 | $565K | Buy |
5,269
+10
| +0.2% | +$1.07K | 0.36% | 37 |
|
|
2023
Q1 | $577K | Buy |
5,259
+10
| +0.2% | +$1.1K | 0.43% | 34 |
|
|
2022
Q4 | $579K | Buy |
5,249
+2,758
| +111% | +$304K | 0.52% | 36 |
|
|
2022
Q3 | $217K | Buy |
2,491
+11
| +0.4% | +$958 | 0.19% | 53 |
|
|
2022
Q2 | $212K | Buy |
2,480
+20
| +0.8% | +$1.71K | 0.17% | 49 |
|
|
2022
Q1 | $203K | Buy |
+2,460
| New | +$203K | 0.13% | 57 |
|