Goepper Burkhardt’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 | $745K | Hold |
6,911
| – | – | 0.27% | 41 |
|
|
2025
Q1 | $822K | Buy |
6,911
+4,181
| +153% | +$497K | 0.33% | 38 |
|
|
2024
Q4 | $294K | Sell |
2,730
-151
| -5% | -$16.2K | 0.12% | 67 |
|
|
2024
Q3 | $338K | Sell |
2,881
-1,350
| -32% | -$158K | 0.14% | 65 |
|
|
2024
Q2 | $487K | Sell |
4,231
-250
| -6% | -$28.8K | 0.22% | 48 |
|
|
2024
Q1 | $529K | Sell |
4,481
-71
| -2% | -$8.37K | 0.25% | 48 |
|
|
2023
Q4 | $463K | Buy |
4,552
+377
| +9% | +$38.4K | 0.23% | 47 |
|
|
2023
Q3 | $491K | Sell |
4,175
-100
| -2% | -$11.8K | 0.3% | 37 |
|
|
2023
Q2 | $458K | Buy |
4,275
+18
| +0.4% | +$1.93K | 0.28% | 39 |
|
|
2023
Q1 | $467K | Sell |
4,257
-101
| -2% | -$11.1K | 0.31% | 34 |
|
|
2022
Q4 | $481K | Sell |
4,358
-74
| -2% | -$8.16K | 0.34% | 32 |
|
|
2022
Q3 | $387K | Sell |
4,432
-70
| -2% | -$6.11K | 0.29% | 36 |
|
|
2022
Q2 | $386K | Buy |
4,502
+200
| +5% | +$17.1K | 0.27% | 40 |
|
|
2022
Q1 | $355K | Buy |
4,302
+12
| +0.3% | +$990 | 0.22% | 45 |
|
|
2021
Q4 | $262K | Buy |
4,290
+1
| +0% | +$61 | 0.16% | 57 |
|
|
2021
Q3 | $252K | Sell |
4,289
-1
| -0% | -$59 | 0.16% | 58 |
|
|
2021
Q2 | $271K | Sell |
4,290
-890
| -17% | -$56.2K | 0.17% | 56 |
|
|
2021
Q1 | $289K | Buy |
+5,180
| New | +$289K | 0.2% | 50 |
|