Frisch 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 | $1.55M | Buy |
14,355
+2,578
| +22% | +$278K | 0.38% | 41 |
|
|
2025
Q1 | $1.4M | Buy |
11,777
+1,320
| +13% | +$157K | 0.39% | 42 |
|
|
2024
Q4 | $1.13M | Sell |
10,457
-182
| -2% | -$19.6K | 0.34% | 43 |
|
|
2024
Q3 | $1.25M | Buy |
10,639
+54
| +0.5% | +$6.33K | 0.38% | 39 |
|
|
2024
Q2 | $1.22M | Buy |
10,585
+1,203
| +13% | +$139K | 0.37% | 35 |
|
|
2024
Q1 | $1.09M | Sell |
9,382
-392
| -4% | -$45.6K | 0.36% | 38 |
|
|
2023
Q4 | $977K | Sell |
9,774
-653
| -6% | -$65.3K | 0.37% | 42 |
|
|
2023
Q3 | $1.23M | Sell |
10,427
-148
| -1% | -$17.4K | 0.5% | 35 |
|
|
2023
Q2 | $1.13M | Sell |
10,575
-1,110
| -9% | -$119K | 0.54% | 36 |
|
|
2023
Q1 | $1.28M | Buy |
11,685
+21
| +0.2% | +$2.3K | 0.5% | 40 |
|
|
2022
Q4 | $1.29M | Buy |
11,664
+729
| +7% | +$80.4K | 0.48% | 41 |
|
|
2022
Q3 | $955K | Buy |
10,935
+91
| +0.8% | +$7.95K | 0.4% | 44 |
|
|
2022
Q2 | $929K | Buy |
10,844
+802
| +8% | +$68.7K | 0.36% | 45 |
|
|
2022
Q1 | $829K | Sell |
10,042
-935
| -9% | -$77.2K | 0.27% | 53 |
|
|
2021
Q4 | $618K | Sell |
10,977
-553
| -5% | -$31.1K | 0.19% | 69 |
|
|
2021
Q3 | $678K | Sell |
11,530
-390
| -3% | -$22.9K | 0.23% | 60 |
|
|
2021
Q2 | $752K | Sell |
11,920
-2,327
| -16% | -$147K | 0.24% | 59 |
|
|
2021
Q1 | $795K | Buy |
14,247
+1,635
| +13% | +$91.2K | 0.27% | 54 |
|
|
2020
Q4 | $520K | Sell |
12,612
-7,712
| -38% | -$318K | 0.19% | 61 |
|
|
2020
Q3 | $698K | Buy |
20,324
+3,830
| +23% | +$132K | 0.3% | 43 |
|
|
2020
Q2 | $737K | Sell |
16,494
-74
| -0.4% | -$3.31K | 0.35% | 39 |
|
|
2020
Q1 | $629K | Sell |
16,568
-426
| -3% | -$16.2K | 0.37% | 42 |
|
|
2019
Q4 | $1.19M | Buy |
16,994
+870
| +5% | +$60.7K | 0.56% | 31 |
|
|
2019
Q3 | $1.14M | Buy |
16,124
+4,539
| +39% | +$321K | 0.69% | 28 |
|
|
2019
Q2 | $888K | Sell |
11,585
-4,929
| -30% | -$378K | 0.59% | 31 |
|
|
2019
Q1 | $1.33M | Buy |
16,514
+4,721
| +40% | +$381K | 0.82% | 25 |
|
|
2018
Q4 | $804K | Buy |
+11,793
| New | +$804K | 0.56% | 40 |
|