HIA
Harbor Investment Advisory’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Sell |
40,676
-1,550
| -4% | -$167K | 0.39% | 52 |
|
|
2025
Q1 | $5.02M | Sell |
42,226
-1,476
| -3% | -$176K | 0.49% | 37 |
|
|
2024
Q4 | $4.7M | Sell |
43,702
-1,217
| -3% | -$131K | 0.44% | 42 |
|
|
2024
Q3 | $5.27M | Sell |
44,919
-1,294
| -3% | -$152K | 0.52% | 34 |
|
|
2024
Q2 | $5.32M | Buy |
46,213
+1,687
| +4% | +$194K | 0.56% | 30 |
|
|
2024
Q1 | $5.18M | Buy |
44,526
+4,541
| +11% | +$528K | 0.54% | 33 |
|
|
2023
Q4 | $4M | Buy |
39,985
+4,161
| +12% | +$416K | 0.46% | 38 |
|
|
2023
Q3 | $4.21M | Sell |
35,824
-2,780
| -7% | -$327K | 0.55% | 31 |
|
|
2023
Q2 | $4.14M | Sell |
38,604
-611
| -2% | -$65.5K | 0.58% | 31 |
|
|
2023
Q1 | $4.3M | Sell |
39,215
-118
| -0.3% | -$12.9K | 0.64% | 30 |
|
|
2022
Q4 | $4.34M | Sell |
39,333
-396
| -1% | -$43.7K | 0.68% | 29 |
|
|
2022
Q3 | $3.47M | Buy |
39,729
+4
| +0% | +$349 | 0.57% | 34 |
|
|
2022
Q2 | $3.4M | Buy |
39,725
+7,754
| +24% | +$664K | 0.55% | 35 |
|
|
2022
Q1 | $2.64M | Buy |
31,971
+10,615
| +50% | +$877K | 0.35% | 58 |
|
|
2021
Q4 | $1.31M | Buy |
21,356
+1,095
| +5% | +$67K | 0.17% | 110 |
|
|
2021
Q3 | $1.19M | Sell |
20,261
-3,566
| -15% | -$210K | 0.16% | 110 |
|
|
2021
Q2 | $1.5M | Sell |
23,827
-406
| -2% | -$25.6K | 0.2% | 97 |
|
|
2021
Q1 | $1.35M | Buy |
24,233
+1,536
| +7% | +$85.8K | 0.2% | 105 |
|
|
2020
Q4 | $936K | Sell |
22,697
-3,149
| -12% | -$130K | 0.15% | 118 |
|
|
2020
Q3 | $887K | Sell |
25,846
-2,818
| -10% | -$96.7K | 0.17% | 109 |
|
|
2020
Q2 | $1.28M | Sell |
28,664
-1,745
| -6% | -$78K | 0.27% | 77 |
|
|
2020
Q1 | $1.16M | Sell |
30,409
-2,084
| -6% | -$79.2K | 0.31% | 73 |
|
|
2019
Q4 | $2.27M | Buy |
+32,493
| New | +$2.27M | 0.52% | 48 |
|