HighMark Wealth Management’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 | $335K | Sell |
3,107
-127
| -4% | -$13.7K | 0.16% | 56 |
|
|
2025
Q1 | $385K | Buy |
3,234
+157
| +5% | +$18.7K | 0.23% | 39 |
|
|
2024
Q4 | $331K | Sell |
3,077
-28
| -0.9% | -$3.01K | 0.19% | 40 |
|
|
2024
Q3 | $364K | Buy |
3,105
+10
| +0.3% | +$1.17K | 0.2% | 45 |
|
|
2024
Q2 | $356K | Buy |
3,095
+76
| +3% | +$8.75K | 0.21% | 45 |
|
|
2024
Q1 | $351K | Sell |
3,019
-36
| -1% | -$4.18K | 0.22% | 47 |
|
|
2023
Q4 | $305K | Buy |
3,055
+26
| +0.9% | +$2.6K | 0.23% | 45 |
|
|
2023
Q3 | $356K | Buy |
3,029
+21
| +0.7% | +$2.47K | 0.3% | 32 |
|
|
2023
Q2 | $323K | Buy |
3,008
+22
| +0.7% | +$2.36K | 0.24% | 43 |
|
|
2023
Q1 | $327K | Buy |
2,986
+21
| +0.7% | +$2.3K | 0.26% | 39 |
|
|
2022
Q4 | $327K | Buy |
2,965
+23
| +0.8% | +$2.54K | 0.25% | 36 |
|
|
2022
Q3 | $257K | Buy |
2,942
+24
| +0.8% | +$2.1K | 0.22% | 36 |
|
|
2022
Q2 | $250K | Buy |
2,918
+22
| +0.8% | +$1.89K | 0.2% | 38 |
|
|
2022
Q1 | $239K | Buy |
2,896
+24
| +0.8% | +$1.98K | 0.16% | 47 |
|
|
2021
Q4 | $176K | Sell |
2,872
-871
| -23% | -$53.4K | 0.11% | 61 |
|
|
2021
Q3 | $220K | Buy |
3,743
+52
| +1% | +$3.06K | 0.16% | 45 |
|
|
2021
Q2 | $233K | Buy |
3,691
+45
| +1% | +$2.84K | 0.17% | 44 |
|
|
2021
Q1 | $204K | Sell |
3,646
-510
| -12% | -$28.5K | 0.16% | 48 |
|
|
2020
Q4 | $171K | Buy |
4,156
+1,061
| +34% | +$43.7K | 0.15% | 51 |
|
|
2020
Q3 | $106K | Sell |
3,095
-149
| -5% | -$5.1K | 0.1% | 65 |
|
|
2020
Q2 | $145K | Buy |
3,244
+262
| +9% | +$11.7K | 0.16% | 45 |
|
|
2020
Q1 | $113K | Buy |
2,982
+52
| +2% | +$1.97K | 0.14% | 42 |
|
|
2019
Q4 | $204K | Buy |
+2,930
| New | +$204K | 0.22% | 35 |
|