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