Family Asset Management’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 | $545K | Sell |
4,648
-379
| -8% | -$44.4K | 0.33% | 63 |
|
2024
Q2 | $579K | Buy |
5,027
+4
| +0.1% | +$460 | 0.37% | 60 |
|
2024
Q1 | $584K | Sell |
5,023
-7
| -0.1% | -$814 | 0.36% | 62 |
|
2023
Q4 | $503K | Buy |
5,030
+9
| +0.2% | +$900 | 0.34% | 67 |
|
2023
Q3 | $590K | Sell |
5,021
-369
| -7% | -$43.4K | 0.44% | 55 |
|
2023
Q2 | $578K | Buy |
5,390
+85
| +2% | +$9.12K | 0.39% | 55 |
|
2023
Q1 | $582K | Sell |
5,305
-61
| -1% | -$6.69K | 0.43% | 53 |
|
2022
Q4 | $592K | Buy |
+5,366
| New | +$592K | 0.49% | 50 |
|