Diversified’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.59M | Sell |
39,170
-2,791
| -7% | -$327K | 0.5% | 18 |
|
|
2024
Q2 | $4.83M | Buy |
41,961
+7,948
| +23% | +$915K | 0.57% | 17 |
|
|
2024
Q1 | $3.95M | Sell |
34,013
-1,075
| -3% | -$125K | 0.54% | 17 |
|
|
2023
Q4 | $3.51M | Buy |
35,088
+1,439
| +4% | +$144K | 0.76% | 15 |
|
|
2023
Q3 | $3.96M | Buy |
33,649
+2,301
| +7% | +$271K | 1.03% | 13 |
|
|
2023
Q2 | $3.36M | Buy |
+31,348
| New | +$3.36M | 0.86% | 17 |
|
|
2021
Q1 | – | Sell |
-1,260
| Closed | -$43K | – | 341 |
|
|
2020
Q4 | $43K | Buy |
+1,260
| New | +$43K | 0.04% | 192 |
|