Hedeker Wealth’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,253
| Closed | -$1.96M | – | 94 |
|
|
2024
Q4 | $1.96M | Sell |
18,253
-66
| -0.4% | -$7.1K | 0.49% | 53 |
|
|
2024
Q3 | $2.15M | Sell |
18,319
-58
| -0.3% | -$6.8K | 0.57% | 51 |
|
|
2024
Q2 | $2.12M | Buy |
+18,377
| New | +$2.12M | 0.61% | 51 |
|
|
2020
Q3 | – | Sell |
-28,228
| Closed | -$1.26M | – | 71 |
|
|
2020
Q2 | $1.26M | Buy |
28,228
+608
| +2% | +$27.2K | 0.65% | 52 |
|
|
2020
Q1 | $1.05M | Buy |
27,620
+1,745
| +7% | +$66.2K | 0.66% | 50 |
|
|
2019
Q4 | $1.81M | Buy |
25,875
+696
| +3% | +$48.6K | 0.97% | 43 |
|
|
2019
Q3 | $1.78M | Sell |
25,179
-3,448
| -12% | -$243K | 1.07% | 43 |
|
|
2019
Q2 | $2.19M | Buy |
28,627
+2,106
| +8% | +$161K | 1.39% | 37 |
|
|
2019
Q1 | $1.88M | Buy |
26,521
+736
| +3% | +$52.3K | 1.42% | 35 |
|
|
2018
Q4 | $1.76M | Sell |
25,785
-3,439
| -12% | -$234K | 1.41% | 36 |
|
|
2018
Q3 | $2.48M | Sell |
29,224
-196
| -0.7% | -$16.7K | 1.74% | 23 |
|
|
2018
Q2 | $2.43M | Sell |
29,420
-840
| -3% | -$69.5K | 1.87% | 19 |
|
|
2018
Q1 | $2.26M | Buy |
30,260
+789
| +3% | +$58.8K | 1.74% | 25 |
|
|
2017
Q4 | $2.46M | Buy |
29,471
+1,499
| +5% | +$125K | 1.92% | 18 |
|
|
2017
Q3 | $2.29M | Buy |
27,972
+6,093
| +28% | +$499K | 2.02% | 18 |
|
|
2017
Q2 | $1.77M | Buy |
21,879
+43
| +0.2% | +$3.47K | 1.7% | 20 |
|
|
2017
Q1 | $1.79M | Sell |
21,836
-2,064
| -9% | -$169K | 1.69% | 17 |
|
|
2016
Q4 | $2.16M | Buy |
23,900
+21,723
| +998% | +$1.96M | 1.78% | 12 |
|
|
2016
Q3 | $24.9K | Sell |
2,177
-22,623
| -91% | -$259K | 1.29% | 26 |
|
|
2016
Q2 | $2.32M | Buy |
24,800
+21,573
| +669% | +$2.02M | 2.03% | 5 |
|
|
2016
Q1 | $269K | Hold |
3,227
| – | – | 0.25% | 72 |
|
|
2015
Q4 | $251K | Hold |
3,227
| – | – | 0.22% | 79 |
|
|
2015
Q3 | $240K | Buy |
3,227
+1,500
| +87% | +$112K | 0.21% | 88 |
|
|
2015
Q2 | $143K | Buy |
+1,727
| New | +$143K | 0.12% | 99 |
|
|
2015
Q1 | – | Sell |
-627
| Closed | -$58K | – | 156 |
|
|
2014
Q4 | $58K | Buy |
+627
| New | +$58K | 0.05% | 98 |
|