Heritage Wealth Management (Arizona)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $279K | Buy |
2,420
+14
| +0.6% | +$1.61K | 0.15% | 126 |
|
|
2024
Q1 | $280K | Buy |
+2,406
| New | +$280K | 0.14% | 133 |
|
|
2022
Q4 | $786K | Buy |
7,123
+3,765
| +112% | +$415K | 0.11% | 134 |
|
|
2022
Q3 | $293K | Buy |
3,358
+306
| +10% | +$26.7K | 0.09% | 159 |
|
|
2022
Q2 | $261K | Buy |
3,052
+339
| +12% | +$29K | 0.09% | 181 |
|
|
2022
Q1 | $224K | Buy |
+2,713
| New | +$224K | 0.06% | 254 |
|
|
2021
Q3 | $173K | Sell |
2,941
-4
| -0.1% | -$235 | 0.06% | 240 |
|
|
2021
Q2 | $186K | Sell |
2,945
-80
| -3% | -$5.05K | 0.07% | 235 |
|
|
2021
Q1 | $169K | Buy |
+3,025
| New | +$169K | 0.1% | 190 |
|