Goldstein 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 | $480K | Sell |
4,455
-499
| -10% | -$53.8K | 0.06% | 95 |
|
|
2025
Q1 | $589K | Buy |
4,954
+1,295
| +35% | +$154K | 0.09% | 82 |
|
|
2024
Q4 | $394K | Buy |
3,659
+446
| +14% | +$48K | 0.06% | 110 |
|
|
2024
Q3 | $377K | Buy |
3,213
+507
| +19% | +$59.4K | 0.06% | 106 |
|
|
2024
Q2 | $312K | Sell |
2,706
-2
| -0.1% | -$230 | 0.05% | 110 |
|
|
2024
Q1 | $315K | Buy |
+2,708
| New | +$315K | 0.05% | 108 |
|
|
2023
Q4 | – | Sell |
-1,908
| Closed | -$224K | – | 183 |
|
|
2023
Q3 | $224K | Buy |
+1,908
| New | +$224K | 0.05% | 127 |
|