DJYG
David J. Yvars Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
5,620
+1
| +0% | +$108 | 0.35% | 37 |
|
|
2025
Q1 | $668K | Hold |
5,619
| – | – | 0.53% | 30 |
|
|
2024
Q4 | $604K | Buy |
5,619
+83
| +1% | +$8.93K | 0.37% | 36 |
|
|
2024
Q3 | $649K | Buy |
5,536
+304
| +6% | +$35.6K | 0.4% | 39 |
|
|
2024
Q2 | $602K | Buy |
5,232
+227
| +5% | +$26.1K | 0.38% | 37 |
|
|
2024
Q1 | $582K | Hold |
5,005
| – | – | 0.39% | 37 |
|
|
2023
Q4 | $500K | Hold |
5,005
| – | – | 0.4% | 35 |
|
|
2023
Q3 | $588K | Sell |
5,005
-65
| -1% | -$7.64K | 0.49% | 33 |
|
|
2023
Q2 | $544K | Sell |
5,070
-154
| -3% | -$16.5K | 0.45% | 35 |
|
|
2023
Q1 | $573K | Buy |
5,224
+18
| +0.3% | +$1.97K | 0.52% | 36 |
|
|
2022
Q4 | $574K | Sell |
5,206
-137
| -3% | -$15.1K | 0.72% | 25 |
|
|
2022
Q3 | $466K | Hold |
5,343
| – | – | 0.52% | 30 |
|
|
2022
Q2 | $468K | Buy |
5,343
+1
| +0% | +$88 | 0.64% | 29 |
|
|
2022
Q1 | $441K | Sell |
5,342
-25
| -0.5% | -$2.06K | 0.31% | 47 |
|
|
2021
Q4 | $328K | Sell |
5,367
-90
| -2% | -$5.5K | 0.2% | 58 |
|
|
2021
Q3 | $332K | Buy |
5,457
+134
| +3% | +$8.15K | 0.19% | 61 |
|
|
2021
Q2 | $336K | Sell |
5,323
-60
| -1% | -$3.79K | 0.19% | 63 |
|
|
2021
Q1 | $301K | Hold |
5,383
| – | – | 0.19% | 61 |
|
|
2020
Q4 | $222K | Buy |
+5,383
| New | +$222K | 0.15% | 73 |
|