Elmwood Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $748K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q2 | $302K | Hold |
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|
2023
Q1 | $309K | Hold |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $166K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $152K | Buy |
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|
2020
Q3 | $121K | Hold |
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|
2020
Q2 | $121K | Sell |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $1.12M | Sell |
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|
2018
Q4 | $989K | Sell |
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|
2018
Q3 | $1.3M | Sell |
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|
2018
Q2 | $1.34M | Sell |
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|
2018
Q1 | $1.24M | Buy |
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