Epic Trust Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $576K | Buy |
5,006
+26
| +0.5% | +$2.99K | 0.63% | 34 |
|
|
2024
Q1 | $579K | Hold |
4,980
| – | – | 0.71% | 34 |
|
|
2023
Q4 | $498K | Sell |
4,980
-38
| -0.8% | -$3.8K | 0.67% | 39 |
|
|
2023
Q3 | $590K | Sell |
5,018
-404
| -7% | -$47.5K | 0.93% | 29 |
|
|
2023
Q2 | $582K | Sell |
5,422
-975
| -15% | -$105K | 0.83% | 31 |
|
|
2023
Q1 | $702K | Buy |
6,397
+994
| +18% | +$109K | 0.86% | 29 |
|
|
2022
Q4 | $596K | Buy |
5,403
+10
| +0.2% | +$1.1K | 0.9% | 29 |
|
|
2022
Q3 | $471K | Buy |
5,393
+528
| +11% | +$46.1K | 0.65% | 44 |
|
|
2022
Q2 | $417K | Buy |
+4,865
| New | +$417K | 0.79% | 35 |
|