HF
Halpern Financial’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.29M | Buy |
43,551
+2,092
| +5% | +$254K | 1.36% | 21 |
|
|
2024
Q2 | $4.77M | Buy |
41,459
+2,864
| +7% | +$330K | 1.31% | 20 |
|
|
2024
Q1 | $4.6M | Sell |
38,595
-3,016
| -7% | -$360K | 1.34% | 19 |
|
|
2023
Q4 | $4.3M | Buy |
41,611
+2,677
| +7% | +$276K | 1.33% | 19 |
|
|
2023
Q3 | $4.58M | Sell |
38,934
-458
| -1% | -$53.9K | 1.58% | 18 |
|
|
2023
Q2 | $4.22M | Hold |
39,392
| – | – | 1.45% | 18 |
|
|
2023
Q1 | $4.32M | Sell |
39,392
-1,000
| -2% | -$110K | 1.55% | 18 |
|
|
2022
Q4 | $4.46M | Sell |
40,392
-1,890
| -4% | -$208K | 1.63% | 16 |
|
|
2022
Q3 | $3.69M | Buy |
42,282
+106
| +0.3% | +$9.26K | 1.46% | 17 |
|
|
2022
Q2 | $3.61M | Sell |
42,176
-5,397
| -11% | -$462K | 1.41% | 17 |
|
|
2022
Q1 | $3.93M | Sell |
47,573
-8,214
| -15% | -$678K | 1.45% | 14 |
|
|
2021
Q4 | $3.41M | Sell |
55,787
-13,492
| -19% | -$826K | 1.46% | 14 |
|
|
2021
Q3 | $4.08M | Buy |
69,279
+4,932
| +8% | +$290K | 1.89% | 12 |
|
|
2021
Q2 | $4.06M | Sell |
64,347
-12,408
| -16% | -$783K | 1.91% | 13 |
|
|
2021
Q1 | $4.29M | Sell |
76,755
-6,115
| -7% | -$341K | 2.07% | 11 |
|
|
2020
Q4 | $3.42M | Sell |
82,870
-713
| -0.9% | -$29.4K | 1.78% | 12 |
|
|
2020
Q3 | $2.87M | Buy |
83,583
+11,416
| +16% | +$392K | 1.7% | 12 |
|
|
2020
Q2 | $3.23M | Buy |
72,167
+48,331
| +203% | +$2.16M | 2.14% | 11 |
|
|
2020
Q1 | $905K | Sell |
23,836
-6,301
| -21% | -$239K | 0.85% | 15 |
|
|
2019
Q4 | $2.1M | Buy |
+30,137
| New | +$2.1M | 1.64% | 12 |
|