Financial Planning & Information Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $446K | Buy |
|
|||||
|
2024
Q2 | $433K | Sell |
|
|||||
|
2024
Q1 | $482K | Hold |
|
|||||
|
2023
Q4 | $415K | Hold |
|
|||||
|
2023
Q3 | $488K | Hold |
|
|||||
|
2023
Q2 | $445K | Hold |
|
|||||
|
2023
Q1 | $455K | Hold |
|
|||||
|
2022
Q4 | $458K | Buy |
|
|||||
|
2022
Q3 | $327K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $209K | Sell |
|
|||||
|
2014
Q3 | $209K | Hold |
|
|||||
|
2014
Q2 | $223K | Hold |
|
|||||
|
2014
Q1 | $217K | Hold |
|
|||||
|
2013
Q4 | $224K | Buy |
|