DiNuzzo Private Wealth’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 | $291K | Buy |
2,697
+311
| +13% | +$33.5K | 0.03% | 63 |
|
|
2025
Q1 | $284K | Sell |
2,386
-4
| -0.2% | -$476 | 0.04% | 63 |
|
|
2024
Q4 | $257K | Sell |
2,390
-4
| -0.2% | -$430 | 0.03% | 66 |
|
|
2024
Q3 | $281K | Sell |
2,394
-410
| -15% | -$48.1K | 0.03% | 64 |
|
|
2024
Q2 | $323K | Sell |
2,804
-895
| -24% | -$103K | 0.04% | 41 |
|
|
2024
Q1 | $430K | Sell |
3,699
-3
| -0.1% | -$349 | 0.06% | 37 |
|
|
2023
Q4 | $370K | Buy |
+3,702
| New | +$370K | 0.05% | 41 |
|