Granite Bay Wealth Management’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 | $416K | Buy |
3,856
+390
| +11% | +$42.1K | 0.13% | 43 |
|
|
2025
Q1 | $412K | Sell |
3,466
-592
| -15% | -$70.4K | 0.14% | 47 |
|
|
2024
Q4 | $437K | Buy |
4,058
+100
| +3% | +$10.8K | 0.16% | 47 |
|
|
2024
Q3 | $464K | Hold |
3,958
| – | – | 0.26% | 28 |
|
|
2024
Q2 | $456K | Buy |
3,958
+1,231
| +45% | +$142K | 0.24% | 41 |
|
|
2024
Q1 | $317K | Sell |
2,727
-181,674
| -99% | -$21.1M | 0.18% | 61 |
|
|
2023
Q4 | $19.4M | Sell |
184,401
-600
| -0.3% | -$63.1K | 0.17% | 60 |
|
|
2023
Q3 | $20.3M | Buy |
185,001
+181,974
| +6,012% | +$20M | 0.2% | 56 |
|
|
2023
Q2 | $325K | Hold |
3,027
| – | – | 0.3% | 39 |
|
|
2023
Q1 | $332K | Sell |
3,027
-380
| -11% | -$41.7K | 0.23% | 54 |
|
|
2022
Q4 | $376K | Buy |
3,407
+354
| +12% | +$39.1K | 0.25% | 43 |
|
|
2022
Q3 | $267K | Sell |
3,053
-66
| -2% | -$5.77K | 0.21% | 46 |
|
|
2022
Q2 | $267K | Sell |
3,119
-494
| -14% | -$42.3K | 0.21% | 46 |
|
|
2022
Q1 | $298K | Buy |
3,613
+194
| +6% | +$16K | 0.24% | 45 |
|
|
2021
Q4 | $209K | Buy |
+3,419
| New | +$209K | 0.21% | 58 |
|