David J. Yvars Group’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 | $606K | Buy |
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2025
Q1 | $668K | Hold |
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2024
Q4 | $604K | Buy |
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2024
Q3 | $649K | Buy |
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2024
Q2 | $602K | Buy |
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2024
Q1 | $582K | Hold |
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2023
Q4 | $500K | Hold |
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2023
Q3 | $588K | Sell |
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2023
Q2 | $544K | Sell |
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2023
Q1 | $573K | Buy |
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2022
Q4 | $574K | Sell |
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2022
Q3 | $466K | Hold |
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2022
Q2 | $468K | Buy |
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2022
Q1 | $441K | Sell |
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2021
Q4 | $328K | Sell |
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2021
Q3 | $332K | Buy |
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2021
Q2 | $336K | Sell |
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2021
Q1 | $301K | Hold |
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2020
Q4 | $222K | Buy |
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