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 |
|