Cornerstone Planning Group’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 | $425K | Sell |
3,962
-618
| -13% | -$66.3K | 0.09% | 54 |
|
|
2025
Q1 | $492K | Buy |
4,580
+1,604
| +54% | +$172K | 0.12% | 45 |
|
|
2024
Q4 | $328K | Sell |
2,976
-4
| -0.1% | -$441 | 0.08% | 53 |
|
|
2024
Q3 | $349K | Sell |
2,980
-958
| -24% | -$112K | 0.09% | 51 |
|
|
2024
Q2 | $452K | Buy |
3,938
+33
| +0.8% | +$3.79K | 0.13% | 47 |
|
|
2024
Q1 | $453K | Buy |
3,905
+1,072
| +38% | +$124K | 0.14% | 43 |
|
|
2023
Q4 | $283K | Sell |
2,833
-64
| -2% | -$6.4K | 0.09% | 67 |
|
|
2023
Q3 | $341K | Buy |
2,897
+96
| +3% | +$11.3K | 0.13% | 60 |
|
|
2023
Q2 | $300K | Buy |
+2,801
| New | +$300K | 0.12% | 67 |
|
|
2022
Q4 | $338K | Buy |
+3,035
| New | +$338K | 0.14% | 73 |
|