ERTS Wealth Advisors’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 | – | Sell |
-2,906
| Closed | -$346K | – | 85 |
|
|
2025
Q1 | $346K | Sell |
2,906
-185
| -6% | -$22K | 0.07% | 61 |
|
|
2024
Q4 | $333K | Sell |
3,091
-283
| -8% | -$30.4K | 0.06% | 65 |
|
|
2024
Q3 | $396K | Buy |
3,374
+203
| +6% | +$23.8K | 0.07% | 59 |
|
|
2024
Q2 | $365K | Buy |
3,171
+56
| +2% | +$6.45K | 0.07% | 62 |
|
|
2024
Q1 | $362K | Sell |
3,115
-5
| -0.2% | -$581 | 0.07% | 64 |
|
|
2023
Q4 | $312K | Buy |
3,120
+274
| +10% | +$27.4K | 0.07% | 65 |
|
|
2023
Q3 | $335K | Sell |
2,846
-123
| -4% | -$14.5K | 0.08% | 59 |
|
|
2023
Q2 | $318K | Buy |
2,969
+77
| +3% | +$8.26K | 0.07% | 67 |
|
|
2023
Q1 | $317K | Sell |
2,892
-350
| -11% | -$38.4K | 0.08% | 70 |
|
|
2022
Q4 | $358K | Buy |
3,242
+50
| +2% | +$5.52K | 0.09% | 69 |
|
|
2022
Q3 | $279K | Buy |
3,192
+10
| +0.3% | +$874 | 0.08% | 70 |
|
|
2022
Q2 | $273K | Buy |
3,182
+41
| +1% | +$3.52K | 0.08% | 72 |
|
|
2022
Q1 | $259K | Buy |
+3,141
| New | +$259K | 0.07% | 77 |
|
|
2021
Q3 | – | Sell |
-3,231
| Closed | -$204K | – | 91 |
|
|
2021
Q2 | $204K | Buy |
+3,231
| New | +$204K | 0.06% | 90 |
|
|
2020
Q1 | – | Sell |
-7,903
| Closed | -$551K | – | 97 |
|
|
2019
Q4 | $551K | Buy |
7,903
+3,266
| +70% | +$228K | 0.25% | 39 |
|
|
2019
Q3 | $327K | Buy |
4,637
+242
| +6% | +$17.1K | 0.17% | 61 |
|
|
2019
Q2 | $337K | Sell |
4,395
-99
| -2% | -$7.59K | 0.19% | 62 |
|
|
2019
Q1 | $363K | Sell |
4,494
-379
| -8% | -$30.6K | 0.22% | 60 |
|
|
2018
Q4 | $332K | Buy |
+4,873
| New | +$332K | 0.24% | 54 |
|