Copperwynd Financial’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $718K | Buy |
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|
2024
Q4 | $626K | Buy |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $271K | Buy |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $304K | Sell |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $400K | Sell |
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|
2019
Q3 | $436K | Buy |
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|
2019
Q2 | $456K | Buy |
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|
2019
Q1 | $396K | Buy |
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|
2018
Q4 | $328K | Sell |
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|
2018
Q3 | $452K | Hold |
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|
2018
Q2 | $440K | Hold |
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|
2018
Q1 | $396K | Hold |
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|
2017
Q4 | $444K | Buy |
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