Forza Wealth Management’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 | $2.91M | Sell |
26,957
-180
| -0.7% | -$19.4K | 1.19% | 24 |
|
|
2025
Q1 | $3.23M | Buy |
27,137
+76
| +0.3% | +$9.04K | 1.45% | 20 |
|
|
2024
Q4 | $2.91M | Buy |
27,061
+233
| +0.9% | +$25.1K | 1.33% | 22 |
|
|
2024
Q3 | $3.14M | Buy |
26,828
+633
| +2% | +$74.2K | 1.44% | 19 |
|
|
2024
Q2 | $3.02M | Buy |
26,195
+1,392
| +6% | +$160K | 1.56% | 14 |
|
|
2024
Q1 | $2.88M | Sell |
24,803
-692
| -3% | -$80.4K | 1.5% | 17 |
|
|
2023
Q4 | $2.55M | Sell |
25,495
-1,580
| -6% | -$158K | 1.41% | 19 |
|
|
2023
Q3 | $3.18M | Buy |
27,075
+500
| +2% | +$58.8K | 1.64% | 12 |
|
|
2023
Q2 | $2.85M | Buy |
26,575
+1,136
| +4% | +$122K | 1.44% | 18 |
|
|
2023
Q1 | $2.79M | Buy |
25,439
+300
| +1% | +$32.9K | 1.44% | 16 |
|
|
2022
Q4 | $2.77M | Buy |
+25,139
| New | +$2.77M | 1.84% | 12 |
|