Fortem Financial Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
2,181
-4,888
| -69% | -$527K | 0.08% | 148 |
|
|
2025
Q1 | $841K | Sell |
7,069
-1,829
| -21% | -$218K | 0.33% | 85 |
|
|
2024
Q4 | $957K | Buy |
8,898
+402
| +5% | +$43.2K | 0.37% | 76 |
|
|
2024
Q3 | $996K | Buy |
+8,496
| New | +$996K | 0.41% | 78 |
|
|
2022
Q3 | – | Sell |
-5,740
| Closed | -$492K | – | 182 |
|
|
2022
Q2 | $492K | Buy |
+5,740
| New | +$492K | 0.32% | 95 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$21K | – | 441 |
|
|
2020
Q4 | $21K | Buy |
+500
| New | +$21K | 0.01% | 312 |
|