EPA
Element Pointe Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,232
| Closed | -$348K | – | 72 |
|
|
2024
Q4 | $348K | Hold |
3,232
| – | – | 0.08% | 53 |
|
|
2024
Q3 | $379K | Hold |
3,232
| – | – | 0.09% | 50 |
|
|
2024
Q2 | $372K | Hold |
3,232
| – | – | 0.09% | 49 |
|
|
2024
Q1 | $376K | Hold |
3,232
| – | – | 0.1% | 50 |
|
|
2023
Q4 | $323K | Sell |
3,232
-40
| -1% | -$4K | 0.08% | 59 |
|
|
2023
Q3 | $385K | Buy |
3,272
+40
| +1% | +$4.7K | 0.1% | 47 |
|
|
2023
Q2 | $347K | Hold |
3,232
| – | – | 0.09% | 50 |
|
|
2023
Q1 | $354K | Hold |
3,232
| – | – | 0.1% | 50 |
|
|
2022
Q4 | $356K | Buy |
+3,232
| New | +$356K | 0.11% | 46 |
|
|
2022
Q3 | – | Sell |
-3,342
| Closed | -$286K | – | 74 |
|
|
2022
Q2 | $286K | Buy |
3,342
+110
| +3% | +$9.41K | 0.12% | 58 |
|
|
2022
Q1 | $267K | Buy |
+3,232
| New | +$267K | 0.09% | 75 |
|