Harbor Advisory Corp’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 | $1.31M | Hold |
12,194
| – | – | 0.42% | 49 |
|
|
2025
Q1 | $1.45M | Hold |
12,194
| – | – | 0.49% | 53 |
|
|
2024
Q4 | $1.31M | Sell |
12,194
-110
| -0.9% | -$11.8K | 0.43% | 58 |
|
|
2024
Q3 | $1.44M | Hold |
12,304
| – | – | 0.47% | 54 |
|
|
2024
Q2 | $1.42M | Hold |
12,304
| – | – | 0.49% | 54 |
|
|
2024
Q1 | $1.43M | Hold |
12,304
| – | – | 0.49% | 53 |
|
|
2023
Q4 | $1.23M | Sell |
12,304
-500
| -4% | -$50K | 0.44% | 54 |
|
|
2023
Q3 | $1.51M | Sell |
12,804
-100
| -0.8% | -$11.8K | 0.55% | 53 |
|
|
2023
Q2 | $1.38M | Buy |
12,904
+3,506
| +37% | +$376K | 0.49% | 53 |
|
|
2023
Q1 | $1.03M | Buy |
9,398
+2,450
| +35% | +$269K | 0.39% | 58 |
|
|
2022
Q4 | $766K | Sell |
6,948
-80
| -1% | -$8.82K | 0.31% | 62 |
|
|
2022
Q3 | $614K | Sell |
7,028
-666
| -9% | -$58.2K | 0.28% | 57 |
|
|
2022
Q2 | $659K | Buy |
7,694
+1,578
| +26% | +$135K | 0.29% | 58 |
|
|
2022
Q1 | $505K | Hold |
6,116
| – | – | 0.2% | 61 |
|
|
2021
Q4 | $374K | Hold |
6,116
| – | – | 0.15% | 64 |
|
|
2021
Q3 | $360K | Hold |
6,116
| – | – | 0.16% | 65 |
|
|
2021
Q2 | $386K | Hold |
6,116
| – | – | 0.17% | 63 |
|
|
2021
Q1 | $341K | Sell |
6,116
-735
| -11% | -$41K | 0.14% | 84 |
|
|
2020
Q4 | $282K | Sell |
6,851
-1,421
| -17% | -$58.5K | 0.15% | 77 |
|
|
2020
Q3 | $284K | Hold |
8,272
| – | – | 0.28% | 30 |
|
|
2020
Q2 | $370K | Sell |
8,272
-460
| -5% | -$20.6K | 0.37% | 30 |
|
|
2020
Q1 | $332K | Sell |
8,732
-85
| -1% | -$3.23K | 0.36% | 31 |
|
|
2019
Q4 | $615K | Sell |
8,817
-231
| -3% | -$16.1K | 0.51% | 29 |
|
|
2019
Q3 | $639K | Hold |
9,048
| – | – | 0.56% | 29 |
|
|
2019
Q2 | $693K | Hold |
9,048
| – | – | 0.61% | 28 |
|
|
2019
Q1 | $731K | Sell |
9,048
-1,024
| -10% | -$82.7K | 0.65% | 26 |
|
|
2018
Q4 | $687K | Sell |
10,072
-300
| -3% | -$20.5K | 0.68% | 28 |
|
|
2018
Q3 | $882K | Sell |
10,372
-179
| -2% | -$15.2K | 0.76% | 28 |
|
|
2018
Q2 | $873K | Buy |
10,551
+1,164
| +12% | +$96.3K | 0.78% | 28 |
|
|
2018
Q1 | $700K | Sell |
9,387
-961
| -9% | -$71.7K | 0.64% | 27 |
|
|
2017
Q4 | $866K | Buy |
+10,348
| New | +$866K | 0.83% | 28 |
|