FirstPurpose Wealth’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $347K | Buy |
2,840
+152
| +6% | +$18.6K | 0.13% | 150 |
|
|
2023
Q4 | $269K | Sell |
2,688
-8
| -0.3% | -$800 | 0.1% | 164 |
|
|
2023
Q3 | $317K | Buy |
2,696
+66
| +3% | +$7.76K | 0.14% | 126 |
|
|
2023
Q2 | $282K | Sell |
2,630
-107
| -4% | -$11.5K | 0.12% | 150 |
|
|
2023
Q1 | $300K | Buy |
2,737
+165
| +6% | +$18.1K | 0.15% | 127 |
|
|
2022
Q4 | $284K | Sell |
2,572
-180
| -7% | -$19.9K | 0.16% | 123 |
|
|
2022
Q3 | $240K | Sell |
2,752
-176
| -6% | -$15.3K | 0.16% | 123 |
|
|
2022
Q2 | $251K | Buy |
+2,928
| New | +$251K | 0.17% | 110 |
|