CPM
Connective Portfolio Management’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-14,205
| Closed | -$1.64M | – | 61 |
|
2024
Q2 | $1.64M | Buy |
14,205
+8,000
| +129% | +$921K | 2.66% | 16 |
|
2024
Q1 | $721K | Hold |
6,205
| – | – | 1.27% | 35 |
|
2023
Q4 | $620K | Sell |
6,205
-4,000
| -39% | -$400K | 1.26% | 31 |
|
2023
Q3 | $1.2M | Buy |
+10,205
| New | +$1.2M | 3.65% | 7 |
|