Horizon 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
$460K Sell
4,266
-243
-5% -$26.2K 0.08% 62
2025
Q1
$536K Buy
4,509
+39
+0.9% +$4.64K 0.09% 50
2024
Q4
$481K Buy
4,470
+110
+3% +$11.8K 0.08% 52
2024
Q3
$511K Buy
4,360
+36
+0.8% +$4.22K 0.1% 45
2024
Q2
$498K Sell
4,324
-103
-2% -$11.9K 0.12% 39
2024
Q1
$515K Sell
4,427
-1,156
-21% -$134K 0.13% 41
2023
Q4
$558K Buy
5,583
+533
+11% +$53.3K 0.16% 36
2023
Q3
$594K Buy
5,050
+2
+0% +$235 0.24% 32
2023
Q2
$541K Sell
5,048
-5
-0.1% -$536 0.21% 33
2023
Q1
$554K Buy
5,053
+10
+0.2% +$1.1K 0.42% 30
2022
Q4
$556K Sell
5,043
-2,017
-29% -$222K 0.45% 26
2022
Q3
$616K Buy
7,060
+407
+6% +$35.5K 0.45% 25
2022
Q2
$570K Buy
6,653
+1,590
+31% +$136K 0.24% 48
2022
Q1
$418K Hold
5,063
0.13% 61
2021
Q4
$310K Buy
+5,063
New +$310K 0.09% 87