Foundation Wealth Management (Missouri)’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 | – | Sell |
-1,807
| Closed | -$208K | – | 49 |
|
|
2024
Q2 | $208K | Sell |
1,807
-589
| -25% | -$67.8K | 0.16% | 43 |
|
|
2024
Q1 | $279K | Buy |
+2,396
| New | +$279K | 0.23% | 31 |
|
|
2023
Q4 | – | Sell |
-8,556
| Closed | -$1.01M | – | 41 |
|
|
2023
Q3 | $1.01M | Hold |
8,556
| – | – | 1.01% | 23 |
|
|
2023
Q2 | $918K | Buy |
8,556
+1
| +0% | +$107 | 0.9% | 24 |
|
|
2023
Q1 | $938K | Sell |
8,555
-34
| -0.4% | -$3.73K | 0.97% | 23 |
|
|
2022
Q4 | $947K | Buy |
+8,589
| New | +$947K | 0.96% | 25 |
|