Heartwood Wealth Advisors’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 | $1.02M | Sell |
9,445
-113
| -1% | -$12.2K | 0.11% | 78 |
|
|
2025
Q1 | $1.14M | Sell |
9,558
-635
| -6% | -$75.5K | 0.13% | 66 |
|
|
2024
Q4 | $1.1M | Sell |
10,193
-11
| -0.1% | -$1.18K | 0.12% | 60 |
|
|
2024
Q3 | $1.2M | Buy |
10,204
+30
| +0.3% | +$3.52K | 0.13% | 57 |
|
|
2024
Q2 | $1.17M | Buy |
10,174
+1,878
| +23% | +$216K | 0.14% | 54 |
|
|
2024
Q1 | $964K | Sell |
8,296
-655
| -7% | -$76.1K | 0.12% | 59 |
|
|
2023
Q4 | $895K | Hold |
8,951
| – | – | 0.12% | 54 |
|
|
2023
Q3 | $1.05M | Sell |
8,951
-2,437
| -21% | -$287K | 0.16% | 44 |
|
|
2023
Q2 | $1.22M | Buy |
11,388
+729
| +7% | +$78.2K | 0.17% | 44 |
|
|
2023
Q1 | $1.17M | Buy |
10,659
+335
| +3% | +$36.7K | 0.17% | 44 |
|
|
2022
Q4 | $1.14M | Sell |
10,324
-209
| -2% | -$23.1K | 0.18% | 44 |
|
|
2022
Q3 | $920K | Buy |
10,533
+132
| +1% | +$11.5K | 0.16% | 47 |
|
|
2022
Q2 | $891K | Buy |
10,401
+3,869
| +59% | +$331K | 0.15% | 48 |
|
|
2022
Q1 | $539K | Buy |
6,532
+2,887
| +79% | +$238K | 0.08% | 69 |
|
|
2021
Q4 | $223K | Hold |
3,645
| – | – | 0.03% | 98 |
|
|
2021
Q3 | $214K | Buy |
3,645
+66
| +2% | +$3.88K | 0.03% | 94 |
|
|
2021
Q2 | $226K | Buy |
+3,579
| New | +$226K | 0.03% | 89 |
|
|
2020
Q1 | – | Sell |
-3,402
| Closed | -$237K | – | 85 |
|
|
2019
Q4 | $237K | Buy |
+3,402
| New | +$237K | 0.05% | 72 |
|