FSC Wealth Advisors’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 | – | Sell |
-1,580
| Closed | -$188K | – | 261 |
|
|
2025
Q1 | $188K | Sell |
1,580
-193
| -11% | -$23K | 0.12% | 66 |
|
|
2024
Q4 | $169K | Buy |
1,773
+207
| +13% | +$19.8K | 0.11% | 69 |
|
|
2024
Q3 | $184K | Buy |
1,566
+6
| +0.4% | +$703 | 0.13% | 67 |
|
|
2024
Q2 | $180K | Buy |
1,560
+7
| +0.5% | +$806 | 0.13% | 59 |
|
|
2024
Q1 | $181K | Buy |
1,553
+551
| +55% | +$64.1K | 0.13% | 57 |
|
|
2023
Q4 | $100K | Buy |
1,002
+7
| +0.7% | +$700 | 0.07% | 70 |
|
|
2023
Q3 | $117K | Buy |
995
+6
| +0.6% | +$706 | 0.12% | 40 |
|
|
2023
Q2 | $106K | Buy |
989
+241
| +32% | +$25.9K | 0.1% | 43 |
|
|
2023
Q1 | $82K | Sell |
748
-823
| -52% | -$90.3K | 0.13% | 42 |
|
|
2022
Q4 | $173K | Buy |
1,571
+995
| +173% | +$110K | 0.3% | 23 |
|
|
2022
Q3 | $50K | Sell |
576
-250
| -30% | -$21.7K | 0.48% | 45 |
|
|
2022
Q2 | $71K | Buy |
826
+19
| +2% | +$1.63K | 0.63% | 38 |
|
|
2022
Q1 | $67K | Sell |
807
-39
| -5% | -$3.24K | 0.06% | 53 |
|
|
2021
Q4 | $52K | Buy |
+846
| New | +$52K | 0.04% | 74 |
|