FSA 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 | $822K | Sell |
7,628
-80
| -1% | -$8.62K | 0.32% | 20 |
|
|
2025
Q1 | $917K | Buy |
7,708
+70
| +0.9% | +$8.33K | 0.39% | 20 |
|
|
2024
Q4 | $822K | Buy |
7,638
+12
| +0.2% | +$1.29K | 0.33% | 20 |
|
|
2024
Q3 | $894K | Buy |
+7,626
| New | +$894K | 0.36% | 20 |
|
|
2024
Q1 | $881K | Buy |
7,579
+20
| +0.3% | +$2.33K | 0.38% | 20 |
|
|
2023
Q4 | $756K | Buy |
7,559
+21
| +0.3% | +$2.1K | 0.36% | 20 |
|
|
2023
Q3 | $886K | Buy |
7,538
+374
| +5% | +$44K | 0.5% | 20 |
|
|
2023
Q2 | $768K | Buy |
7,164
+19
| +0.3% | +$2.04K | 0.41% | 19 |
|
|
2023
Q1 | $784K | Sell |
7,145
-182
| -2% | -$20K | 0.45% | 18 |
|
|
2022
Q4 | $808K | Sell |
7,327
-347
| -5% | -$38.3K | 0.47% | 20 |
|
|
2022
Q3 | $670K | Buy |
+7,674
| New | +$670K | 0.47% | 22 |
|
|
2022
Q2 | – | Sell |
-8,294
| Closed | -$508K | – | 52 |
|
|
2022
Q1 | $508K | Hold |
8,294
| – | – | 0.3% | 25 |
|
|
2021
Q4 | $508K | Buy |
8,294
+334
| +4% | +$20.5K | 0.3% | 25 |
|
|
2021
Q3 | $468K | Sell |
7,960
-48
| -0.6% | -$2.82K | 0.29% | 25 |
|
|
2021
Q2 | $505K | Hold |
8,008
| – | – | 0.32% | 24 |
|
|
2021
Q1 | $447K | Sell |
8,008
-3,132
| -28% | -$175K | 0.3% | 25 |
|
|
2020
Q4 | $459K | Buy |
11,140
+494
| +5% | +$20.4K | 0.23% | 28 |
|
|
2020
Q3 | $365K | Sell |
10,646
-3,296
| -24% | -$113K | 0.23% | 31 |
|
|
2020
Q2 | $624K | Sell |
13,942
-543
| -4% | -$24.3K | 0.42% | 25 |
|
|
2020
Q1 | $550K | Sell |
14,485
-722
| -5% | -$27.4K | 0.46% | 25 |
|
|
2019
Q4 | $1.06M | Buy |
+15,207
| New | +$1.06M | 0.75% | 16 |
|