GCA
Gradient Capital Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
3,796
-72
| -2% | -$7.76K | 0.12% | 109 |
|
|
2025
Q1 | $460K | Sell |
3,868
-135
| -3% | -$16.1K | 0.15% | 99 |
|
|
2024
Q4 | $431K | Buy |
4,003
+4
| +0.1% | +$430 | 0.14% | 98 |
|
|
2024
Q3 | $469K | Buy |
3,999
+128
| +3% | +$15K | 0.16% | 96 |
|
|
2024
Q2 | $446K | Buy |
3,871
+65
| +2% | +$7.48K | 0.16% | 96 |
|
|
2024
Q1 | $442K | Sell |
3,806
-140
| -4% | -$16.3K | 0.16% | 99 |
|
|
2023
Q4 | $395K | Buy |
3,946
+161
| +4% | +$16.1K | 0.15% | 103 |
|
|
2023
Q3 | $445K | Sell |
3,785
-686
| -15% | -$80.7K | 0.19% | 88 |
|
|
2023
Q2 | $480K | Buy |
4,471
+1,426
| +47% | +$153K | 0.19% | 83 |
|
|
2023
Q1 | $334K | Buy |
3,045
+1
| +0% | +$110 | 0.14% | 99 |
|
|
2022
Q4 | $336K | Buy |
3,044
+2
| +0.1% | +$221 | 0.15% | 97 |
|
|
2022
Q3 | $266K | Sell |
3,042
-849
| -22% | -$74.2K | 0.13% | 106 |
|
|
2022
Q2 | $333K | Buy |
3,891
+178
| +5% | +$15.2K | 0.16% | 92 |
|
|
2022
Q1 | $307K | Buy |
+3,713
| New | +$307K | 0.13% | 99 |
|