Holistic Planning’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 | $1.95M | Buy |
18,063
+419
| +2% | +$45.2K | 0.56% | 37 |
|
|
2025
Q1 | $2.1M | Sell |
17,644
-154
| -0.9% | -$18.3K | 0.71% | 29 |
|
|
2024
Q4 | $1.91M | Buy |
17,798
+199
| +1% | +$21.4K | 0.69% | 29 |
|
|
2024
Q3 | $2.06M | Buy |
17,599
+1,293
| +8% | +$152K | 0.87% | 24 |
|
|
2024
Q2 | $1.9M | Hold |
16,306
| – | – | 1.46% | 19 |
|
|
2024
Q1 | $1.9M | Sell |
16,306
-95
| -0.6% | -$11K | 1.45% | 20 |
|
|
2023
Q4 | $1.64M | Buy |
+16,401
| New | +$1.64M | 1.38% | 23 |
|