HAM
Harmony Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
13,670
+59
| +0.4% | +$6.36K | 0.55% | 52 |
|
|
2025
Q1 | $1.62M | Sell |
13,611
-5,022
| -27% | -$597K | 0.68% | 42 |
|
|
2024
Q4 | $2M | Sell |
18,633
-9,226
| -33% | -$992K | 0.79% | 36 |
|
|
2024
Q3 | $3.27M | Sell |
27,859
-4,986
| -15% | -$584K | 1.2% | 20 |
|
|
2024
Q2 | $3.78M | Sell |
32,845
-60
| -0.2% | -$6.91K | 1.58% | 13 |
|
|
2024
Q1 | $3.82M | Sell |
32,905
-9,124
| -22% | -$1.06M | 1.58% | 14 |
|
|
2023
Q4 | $4.2M | Buy |
+42,029
| New | +$4.2M | 1.78% | 13 |
|