GPA
Garrison Point Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
3,909
+6
| +0.2% | +$647 | 0.19% | 110 |
|
|
2025
Q1 | $464K | Buy |
3,903
+92
| +2% | +$10.9K | 0.23% | 103 |
|
|
2024
Q4 | $410K | Buy |
3,811
+5
| +0.1% | +$538 | 0.19% | 107 |
|
|
2024
Q3 | $446K | Buy |
3,806
+5
| +0.1% | +$586 | 0.28% | 93 |
|
|
2024
Q2 | $438K | Buy |
3,801
+223
| +6% | +$25.7K | 0.29% | 92 |
|
|
2024
Q1 | $416K | Buy |
3,578
+5
| +0.1% | +$581 | 0.27% | 99 |
|
|
2023
Q4 | $357K | Sell |
3,573
-279
| -7% | -$27.9K | 0.25% | 108 |
|
|
2023
Q3 | $453K | Buy |
3,852
+147
| +4% | +$17.3K | 0.35% | 92 |
|
|
2023
Q2 | $397K | Sell |
3,705
-395
| -10% | -$42.4K | 0.29% | 100 |
|
|
2023
Q1 | $450K | Sell |
4,100
-245
| -6% | -$26.9K | 0.34% | 93 |
|
|
2022
Q4 | $479K | Buy |
4,345
+4
| +0.1% | +$441 | 0.39% | 89 |
|
|
2022
Q3 | $379K | Buy |
4,341
+5
| +0.1% | +$437 | 0.34% | 95 |
|
|
2022
Q2 | $371K | Buy |
4,336
+5
| +0.1% | +$428 | 0.31% | 103 |
|
|
2022
Q1 | $358K | Buy |
4,331
+6
| +0.1% | +$496 | 0.25% | 111 |
|
|
2021
Q4 | $265K | Buy |
4,325
+8
| +0.2% | +$490 | 0.18% | 130 |
|
|
2021
Q3 | $254K | Sell |
4,317
-492
| -10% | -$28.9K | 0.18% | 129 |
|
|
2021
Q2 | $303K | Buy |
4,809
+107
| +2% | +$6.74K | 0.22% | 119 |
|
|
2021
Q1 | $263K | Buy |
+4,702
| New | +$263K | 0.2% | 123 |
|
|
2020
Q3 | – | Sell |
-4,535
| Closed | -$203K | – | 132 |
|
|
2020
Q2 | $203K | Buy |
+4,535
| New | +$203K | 0.2% | 121 |
|
|
2020
Q1 | – | Sell |
-3,661
| Closed | -$255K | – | 128 |
|
|
2019
Q4 | $255K | Buy |
3,661
+400
| +12% | +$27.9K | 0.23% | 110 |
|
|
2019
Q3 | $230K | Hold |
3,261
| – | – | 0.23% | 113 |
|
|
2019
Q2 | $250K | Hold |
3,261
| – | – | 0.25% | 110 |
|
|
2019
Q1 | $263K | Hold |
3,261
| – | – | 0.27% | 106 |
|
|
2018
Q4 | $222K | Buy |
+3,261
| New | +$222K | 0.27% | 106 |
|