HIG
Heritage Investment Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Sell |
8,192
-405
| -5% | -$43.7K | 0.15% | 43 |
|
|
2025
Q1 | $1.02M | Sell |
8,597
-750
| -8% | -$89.2K | 0.19% | 37 |
|
|
2024
Q4 | $1.01M | Sell |
9,347
-1,664
| -15% | -$179K | 0.19% | 37 |
|
|
2024
Q3 | $1.29M | Buy |
11,011
+1,468
| +15% | +$172K | 0.25% | 30 |
|
|
2024
Q2 | $1.1M | Buy |
9,543
+348
| +4% | +$40.1K | 0.23% | 33 |
|
|
2024
Q1 | $1.07M | Sell |
9,195
-6,753
| -42% | -$785K | 0.22% | 33 |
|
|
2023
Q4 | $1.59M | Buy |
15,948
+6,371
| +67% | +$637K | 0.36% | 25 |
|
|
2023
Q3 | $1.13M | Sell |
9,577
-1,924
| -17% | -$226K | 0.31% | 32 |
|
|
2023
Q2 | $1.23M | Sell |
11,501
-10,019
| -47% | -$1.07M | 0.34% | 24 |
|
|
2023
Q1 | $2.36M | Buy |
21,520
+6,115
| +40% | +$671K | 0.72% | 14 |
|
|
2022
Q4 | $1.7M | Sell |
15,405
-7,315
| -32% | -$807K | 0.54% | 15 |
|
|
2022
Q3 | $1.98M | Buy |
22,720
+6,287
| +38% | +$549K | 1.22% | 12 |
|
|
2022
Q2 | $1.41M | Buy |
16,433
+214
| +1% | +$18.3K | 0.81% | 16 |
|
|
2022
Q1 | $1.34M | Hold |
16,219
| – | – | 0.97% | 14 |
|
|
2021
Q4 | $992K | Buy |
+16,219
| New | +$992K | 0.78% | 18 |
|