CPC
Consolidated Planning Corp’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,095
| Closed | -$587K | – | 223 |
|
|
2024
Q2 | $587K | Buy |
5,095
+1,625
| +47% | +$187K | 0.1% | 104 |
|
|
2024
Q1 | $403K | Sell |
3,470
-30,986
| -90% | -$3.6M | 0.07% | 116 |
|
|
2023
Q4 | $3.44M | Buy |
34,456
+372
| +1% | +$37.2K | 0.64% | 50 |
|
|
2023
Q3 | $4.01M | Buy |
34,084
+3,118
| +10% | +$367K | 0.89% | 37 |
|
|
2023
Q2 | $3.32M | Buy |
30,966
+635
| +2% | +$68K | 0.7% | 48 |
|
|
2023
Q1 | $3.33M | Buy |
+30,331
| New | +$3.33M | 0.86% | 42 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | – | – | 473 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 503 |
|