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