FS
Ferguson Shapiro’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
2,144
-98
| -4% | -$10.6K | 0.08% | 61 |
|
|
2025
Q1 | $267K | Sell |
2,242
-38
| -2% | -$4.52K | 0.1% | 54 |
|
|
2024
Q4 | $245K | Buy |
2,280
+149
| +7% | +$16K | 0.09% | 54 |
|
|
2024
Q3 | $250K | Buy |
2,131
+10
| +0.5% | +$1.17K | 0.09% | 52 |
|
|
2024
Q2 | $244K | Buy |
2,121
+121
| +6% | +$13.9K | 0.1% | 55 |
|
|
2024
Q1 | $233K | Buy |
+2,000
| New | +$233K | 0.11% | 39 |
|
|
2023
Q4 | – | Sell |
-1,948
| Closed | -$229K | – | 42 |
|
|
2023
Q3 | $229K | Buy |
+1,948
| New | +$229K | 0.13% | 26 |
|
|
2020
Q3 | – | Sell |
-16,456
| Closed | -$710K | – | 42 |
|
|
2020
Q2 | $710K | Buy |
+16,456
| New | +$710K | 0.49% | 24 |
|