Cook Wealth’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 | – | Sell |
-2,456
| Closed | -$260K | – | 52 |
|
|
2025
Q1 | $260K | Sell |
2,456
-38
| -2% | -$4.02K | 0.13% | 47 |
|
|
2024
Q4 | $275K | Sell |
2,494
-387
| -13% | -$42.6K | 0.13% | 47 |
|
|
2024
Q3 | $336K | Hold |
2,881
| – | – | 0.17% | 42 |
|
|
2024
Q2 | $338K | Hold |
2,881
| – | – | 0.18% | 43 |
|
|
2024
Q1 | $335K | Hold |
2,881
| – | – | 0.2% | 38 |
|
|
2023
Q4 | $287K | Buy |
+2,881
| New | +$287K | 0.18% | 40 |
|