Gray 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $2.29M | Buy |
21,333
+2,120
| +11% | +$228K | 0.87% | 28 |
|
2024
Q3 | $2.25M | Buy |
19,213
+889
| +5% | +$104K | 0.89% | 27 |
|
2024
Q2 | $2.11M | Buy |
18,324
+902
| +5% | +$104K | 0.91% | 25 |
|
2024
Q1 | $2.03M | Buy |
17,422
+476
| +3% | +$55.3K | 0.9% | 25 |
|
2023
Q4 | $1.69M | Sell |
16,946
-1,601
| -9% | -$160K | 0.82% | 28 |
|
2023
Q3 | $2.18M | Buy |
18,547
+448
| +2% | +$52.7K | 1.12% | 21 |
|
2023
Q2 | $1.94M | Sell |
18,099
-230
| -1% | -$24.7K | 0.98% | 23 |
|
2023
Q1 | $2.01M | Sell |
18,329
-1,763
| -9% | -$193K | 1.1% | 20 |
|
2022
Q4 | $2.22M | Buy |
20,092
+1,907
| +10% | +$210K | 1.28% | 21 |
|
2022
Q3 | $1.59M | Buy |
18,185
+115
| +0.6% | +$10K | 1.01% | 22 |
|
2022
Q2 | $1.55M | Buy |
18,070
+362
| +2% | +$31K | 0.94% | 24 |
|
2022
Q1 | $1.46M | Buy |
17,708
+2,551
| +17% | +$211K | 0.75% | 28 |
|
2021
Q4 | $927K | Buy |
15,157
+892
| +6% | +$54.6K | 0.46% | 41 |
|
2021
Q3 | $839K | Buy |
14,265
+322
| +2% | +$18.9K | 0.47% | 41 |
|
2021
Q2 | $880K | Buy |
13,943
+443
| +3% | +$28K | 0.51% | 37 |
|
2021
Q1 | $754K | Buy |
13,500
+4,228
| +46% | +$236K | 0.48% | 41 |
|
2020
Q4 | $380K | Buy |
9,272
+197
| +2% | +$8.07K | 0.26% | 66 |
|
2020
Q3 | $314K | Sell |
9,075
-218
| -2% | -$7.54K | 0.25% | 68 |
|
2020
Q2 | $412K | Buy |
9,293
+3,015
| +48% | +$134K | 0.36% | 56 |
|
2020
Q1 | $237K | Buy |
+6,278
| New | +$237K | 0.26% | 75 |
|