GGM 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
Q1 | $1.56M | Sell |
14,378
-40
| -0.3% | -$4.35K | 0.87% | 31 |
|
2024
Q4 | $1.55M | Sell |
14,418
-3,097
| -18% | -$333K | 0.81% | 37 |
|
2024
Q3 | $2.05M | Buy |
17,515
+89
| +0.5% | +$10.4K | 0.88% | 30 |
|
2024
Q2 | $2.01M | Buy |
17,426
+49
| +0.3% | +$5.64K | 0.92% | 30 |
|
2024
Q1 | $2.11M | Sell |
17,377
-1,907
| -10% | -$231K | 0.98% | 26 |
|
2023
Q4 | $1.99M | Buy |
19,284
+50
| +0.3% | +$5.15K | 0.82% | 28 |
|
2023
Q3 | $2.26M | Buy |
19,234
+48
| +0.3% | +$5.64K | 0.98% | 27 |
|
2023
Q2 | $2.03M | Sell |
19,186
-583
| -3% | -$61.8K | 0.82% | 27 |
|
2023
Q1 | $2.17M | Sell |
19,769
-326
| -2% | -$35.7K | 1.24% | 24 |
|
2022
Q4 | $2.22M | Sell |
20,095
-559
| -3% | -$61.8K | 1.15% | 22 |
|
2022
Q3 | $2.19M | Buy |
20,654
+2,952
| +17% | +$312K | 1.18% | 20 |
|
2022
Q2 | $1.5M | Sell |
17,702
-623
| -3% | -$52.6K | 0.83% | 31 |
|
2022
Q1 | $1.61M | Buy |
18,325
+2,365
| +15% | +$208K | 0.81% | 29 |
|
2021
Q4 | $1.14M | Buy |
15,960
+36
| +0.2% | +$2.57K | 0.9% | 31 |
|
2021
Q3 | $1.02M | Sell |
15,924
-2,076
| -12% | -$133K | 0.81% | 32 |
|
2021
Q2 | $1.03M | Buy |
18,000
+26
| +0.1% | +$1.49K | 0.88% | 30 |
|
2021
Q1 | $1.03M | Buy |
17,974
+212
| +1% | +$12.1K | 0.82% | 29 |
|
2020
Q4 | $859K | Buy |
+17,762
| New | +$859K | 0.85% | 28 |
|