Financial Planning & Information Services’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 | $446K | Buy |
3,804
+44
| +1% | +$5.16K | 0.06% | 62 |
|
|
2024
Q2 | $433K | Sell |
3,760
-390
| -9% | -$44.9K | 0.07% | 59 |
|
|
2024
Q1 | $482K | Hold |
4,150
| – | – | 0.07% | 61 |
|
|
2023
Q4 | $415K | Hold |
4,150
| – | – | 0.07% | 66 |
|
|
2023
Q3 | $488K | Hold |
4,150
| – | – | 0.09% | 60 |
|
|
2023
Q2 | $445K | Hold |
4,150
| – | – | 0.08% | 62 |
|
|
2023
Q1 | $455K | Hold |
4,150
| – | – | 0.09% | 62 |
|
|
2022
Q4 | $458K | Buy |
4,150
+400
| +11% | +$44.1K | 0.1% | 59 |
|
|
2022
Q3 | $327K | Buy |
+3,750
| New | +$327K | 0.08% | 61 |
|
|
2015
Q1 | – | Sell |
-2,177
| Closed | -$209K | – | 34 |
|
|
2014
Q4 | $209K | Sell |
2,177
-40
| -2% | -$3.84K | 0.15% | 31 |
|
|
2014
Q3 | $209K | Hold |
2,217
| – | – | 0.15% | 31 |
|
|
2014
Q2 | $223K | Hold |
2,217
| – | – | 0.15% | 31 |
|
|
2014
Q1 | $217K | Hold |
2,217
| – | – | 0.15% | 31 |
|
|
2013
Q4 | $224K | Buy |
+2,217
| New | +$224K | 0.16% | 29 |
|