Copperwynd Financial’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 | $230K | Sell |
2,136
-3,903
| -65% | -$421K | 0.06% | 143 |
|
|
2025
Q1 | $718K | Buy |
6,039
+224
| +4% | +$26.6K | 0.2% | 103 |
|
|
2024
Q4 | $626K | Buy |
5,815
+3,638
| +167% | +$391K | 0.17% | 96 |
|
|
2024
Q3 | $255K | Sell |
2,177
-112
| -5% | -$13.1K | 0.08% | 122 |
|
|
2024
Q2 | $271K | Buy |
2,289
+222
| +11% | +$26.3K | 0.09% | 120 |
|
|
2024
Q1 | $240K | Sell |
2,067
-1,278
| -38% | -$149K | 0.09% | 125 |
|
|
2023
Q4 | $334K | Sell |
3,345
-12,747
| -79% | -$1.27M | 0.13% | 109 |
|
|
2023
Q3 | $1.89M | Sell |
16,092
-183
| -1% | -$21.5K | 0.89% | 19 |
|
|
2023
Q2 | $1.75M | Sell |
16,275
-293
| -2% | -$31.4K | 0.81% | 27 |
|
|
2023
Q1 | $1.82M | Buy |
16,568
+311
| +2% | +$34.1K | 0.93% | 27 |
|
|
2022
Q4 | $1.79M | Buy |
16,257
+13,336
| +457% | +$1.47M | 1.01% | 22 |
|
|
2022
Q3 | $255K | Sell |
2,921
-265
| -8% | -$23.1K | 0.15% | 110 |
|
|
2022
Q2 | $273K | Sell |
3,186
-499
| -14% | -$42.8K | 0.16% | 107 |
|
|
2022
Q1 | $304K | Sell |
3,685
-670
| -15% | -$55.3K | 0.13% | 109 |
|
|
2021
Q4 | $266K | Buy |
4,355
+101
| +2% | +$6.17K | 0.1% | 107 |
|
|
2021
Q3 | $250K | Hold |
4,254
| – | – | 0.1% | 111 |
|
|
2021
Q2 | $268K | Hold |
4,254
| – | – | 0.11% | 112 |
|
|
2021
Q1 | $238K | Buy |
+4,254
| New | +$238K | 0.11% | 111 |
|
|
2020
Q1 | – | Sell |
-5,732
| Closed | -$400K | – | 114 |
|
|
2019
Q4 | $400K | Sell |
5,732
-236
| -4% | -$16.5K | 0.21% | 93 |
|
|
2019
Q3 | $436K | Buy |
5,968
+13
| +0.2% | +$950 | 0.25% | 89 |
|
|
2019
Q2 | $456K | Buy |
5,955
+1,049
| +21% | +$80.3K | 0.26% | 64 |
|
|
2019
Q1 | $396K | Buy |
4,906
+100
| +2% | +$8.07K | 0.24% | 80 |
|
|
2018
Q4 | $328K | Sell |
4,806
-508
| -10% | -$34.7K | 0.2% | 66 |
|
|
2018
Q3 | $452K | Hold |
5,314
| – | – | 0.27% | 57 |
|
|
2018
Q2 | $440K | Hold |
5,314
| – | – | 0.31% | 49 |
|
|
2018
Q1 | $396K | Hold |
5,314
| – | – | 0.27% | 59 |
|
|
2017
Q4 | $444K | Buy |
+5,314
| New | +$444K | 0.32% | 47 |
|