Concord Wealth Partners’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 | $3.98M | Sell |
36,923
-2,274
| -6% | -$245K | 0.58% | 34 |
|
|
2025
Q1 | $4.66M | Sell |
39,197
-6,968
| -15% | -$829K | 0.77% | 31 |
|
|
2024
Q4 | $4.97M | Buy |
46,165
+4,667
| +11% | +$502K | 0.81% | 27 |
|
|
2024
Q3 | $4.86M | Buy |
41,498
+2,159
| +5% | +$253K | 0.81% | 33 |
|
|
2024
Q2 | $4.53M | Buy |
39,339
+1,416
| +4% | +$163K | 0.8% | 30 |
|
|
2024
Q1 | $4.41M | Buy |
37,923
+5,649
| +18% | +$657K | 0.79% | 31 |
|
|
2023
Q4 | $3.23M | Buy |
32,274
+8,297
| +35% | +$830K | 0.65% | 36 |
|
|
2023
Q3 | $2.82M | Sell |
23,977
-4,258
| -15% | -$501K | 0.6% | 31 |
|
|
2023
Q2 | $3.03M | Buy |
28,235
+10,817
| +62% | +$1.16M | 0.65% | 31 |
|
|
2023
Q1 | $1.91M | Buy |
17,418
+10,320
| +145% | +$1.13M | 0.54% | 31 |
|
|
2022
Q4 | $783K | Sell |
7,098
-2,282
| -24% | -$252K | 0.24% | 60 |
|
|
2022
Q3 | $819K | Sell |
9,380
-178
| -2% | -$15.5K | 0.26% | 57 |
|
|
2022
Q2 | $819K | Sell |
9,558
-113
| -1% | -$9.68K | 0.22% | 63 |
|
|
2022
Q1 | $799K | Sell |
9,671
-482
| -5% | -$39.8K | 0.21% | 69 |
|
|
2021
Q4 | $621K | Buy |
10,153
+4,975
| +96% | +$304K | 0.15% | 82 |
|
|
2021
Q3 | $305K | Sell |
5,178
-1,926
| -27% | -$113K | 0.12% | 59 |
|
|
2021
Q2 | $448K | Sell |
7,104
-815
| -10% | -$51.4K | 0.13% | 72 |
|
|
2021
Q1 | $442K | Sell |
7,919
-610
| -7% | -$34K | 0.15% | 67 |
|
|
2020
Q4 | $352K | Buy |
+8,529
| New | +$352K | 0.27% | 48 |
|