Greenhouse 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 | – | Sell |
-1,788
| Closed | -$213K | – | 60 |
|
|
2025
Q1 | $213K | Buy |
+1,788
| New | +$213K | 0.16% | 51 |
|
|
2024
Q4 | – | Sell |
-1,788
| Closed | -$210K | – | 63 |
|
|
2024
Q3 | $210K | Hold |
1,788
| – | – | 0.14% | 58 |
|
|
2024
Q2 | $206K | Hold |
1,788
| – | – | 0.15% | 56 |
|
|
2024
Q1 | $208K | Buy |
+1,788
| New | +$208K | 0.16% | 57 |
|
|
2023
Q4 | – | Sell |
-1,788
| Closed | -$210K | – | 56 |
|
|
2023
Q3 | $210K | Buy |
+1,788
| New | +$210K | 0.19% | 50 |
|
|
2021
Q1 | – | Sell |
-1,788
| Closed | -$74K | – | 132 |
|
|
2020
Q4 | $74K | Buy |
+1,788
| New | +$74K | 0.07% | 92 |
|