Great Lakes Retirement’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 | $1.61M | Buy |
14,899
+689
| +5% | +$74.3K | 0.19% | 110 |
|
|
2025
Q1 | $1.69M | Buy |
14,210
+903
| +7% | +$107K | 0.22% | 103 |
|
|
2024
Q4 | $1.43M | Buy |
13,307
+335
| +3% | +$36K | 0.18% | 118 |
|
|
2024
Q3 | $1.52M | Buy |
12,972
+866
| +7% | +$102K | 0.19% | 115 |
|
|
2024
Q2 | $1.39M | Buy |
12,106
+1,534
| +15% | +$177K | 0.19% | 105 |
|
|
2024
Q1 | $1.23M | Buy |
10,572
+772
| +8% | +$89.7K | 0.18% | 117 |
|
|
2023
Q4 | $980K | Buy |
9,800
+798
| +9% | +$79.8K | 0.16% | 125 |
|
|
2023
Q3 | $1.06M | Buy |
9,002
+894
| +11% | +$105K | 0.19% | 113 |
|
|
2023
Q2 | $870K | Buy |
8,108
+136
| +2% | +$14.6K | 0.15% | 132 |
|
|
2023
Q1 | $874K | Buy |
7,972
+502
| +7% | +$55K | 0.16% | 124 |
|
|
2022
Q4 | $824K | Buy |
+7,470
| New | +$824K | 0.21% | 83 |
|
|
2020
Q1 | $375K | Buy |
9,903
+1,839
| +23% | +$69.6K | 0.17% | 91 |
|
|
2019
Q4 | $565K | Buy |
+8,064
| New | +$565K | 0.17% | 118 |
|