Fortitude Advisory 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 | $276K | Buy |
2,562
+1
| +0% | +$108 | 0.16% | 148 |
|
2025
Q1 | $267K | Sell |
2,561
-56
| -2% | -$5.84K | 0.19% | 127 |
|
2024
Q4 | $281K | Sell |
2,617
-539
| -17% | -$58K | 0.17% | 131 |
|
2024
Q3 | $370K | Buy |
3,156
+378
| +14% | +$44.3K | 0.23% | 104 |
|
2024
Q2 | $320K | Sell |
2,778
-1,637
| -37% | -$188K | 0.19% | 112 |
|
2024
Q1 | $513K | Sell |
4,415
-790
| -15% | -$91.8K | 0.29% | 77 |
|
2023
Q4 | $520K | Sell |
5,205
-2,664
| -34% | -$266K | 0.32% | 68 |
|
2023
Q3 | $925K | Buy |
7,869
+2,926
| +59% | +$344K | 0.63% | 27 |
|
2023
Q2 | $530K | Buy |
4,943
+39
| +0.8% | +$4.18K | 0.39% | 55 |
|
2023
Q1 | $538K | Sell |
4,904
-473
| -9% | -$51.9K | 0.42% | 56 |
|
2022
Q4 | $593K | Buy |
5,377
+134
| +3% | +$14.8K | 0.5% | 51 |
|
2022
Q3 | $458K | Buy |
5,243
+58
| +1% | +$5.07K | 0.43% | 56 |
|
2022
Q2 | $444K | Sell |
5,185
-363
| -7% | -$31.1K | 0.41% | 63 |
|
2022
Q1 | $458K | Buy |
5,548
+161
| +3% | +$13.3K | 0.24% | 72 |
|
2021
Q4 | $330K | Buy |
+5,387
| New | +$330K | 0.17% | 113 |
|