Halpern Financial’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$5.29M Buy
2024
Q2
$4.77M Buy
2024
Q1
$4.6M Sell
2023
Q4
$4.3M Buy
2023
Q3
$4.58M Sell
2023
Q2
$4.22M Hold
2023
Q1
$4.32M Sell
2022
Q4
$4.46M Sell
2022
Q3
$3.69M Buy
2022
Q2
$3.61M Sell
2022
Q1
$3.93M Sell
2021
Q4
$3.41M Sell
2021
Q3
$4.08M Buy
2021
Q2
$4.06M Sell
2021
Q1
$4.29M Sell
2020
Q4
$3.42M Sell
2020
Q3
$2.87M Buy
2020
Q2
$3.23M Buy
2020
Q1
$905K Sell
2019
Q4
$2.1M Buy