Horst & Graben 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 | $429K | Sell |
3,980
-50
| -1% | -$5.39K | 0.07% | 110 |
|
|
2025
Q1 | $479K | Buy |
4,030
+240
| +6% | +$28.5K | 0.09% | 96 |
|
|
2024
Q4 | $408K | Sell |
3,790
-6
| -0.2% | -$645 | 0.07% | 101 |
|
|
2024
Q3 | $445K | Buy |
3,796
+5
| +0.1% | +$586 | 0.08% | 95 |
|
|
2024
Q2 | $436K | Buy |
3,791
+3
| +0.1% | +$345 | 0.08% | 90 |
|
|
2024
Q1 | $440K | Buy |
3,788
+23
| +0.6% | +$2.67K | 0.09% | 92 |
|
|
2023
Q4 | $376K | Sell |
3,765
-1
| -0% | -$100 | 0.08% | 93 |
|
|
2023
Q3 | $443K | Sell |
3,766
-72
| -2% | -$8.47K | 0.11% | 82 |
|
|
2023
Q2 | $412K | Buy |
3,838
+16
| +0.4% | +$1.72K | 0.1% | 83 |
|
|
2023
Q1 | $419K | Buy |
3,822
+16
| +0.4% | +$1.75K | 0.1% | 82 |
|
|
2022
Q4 | $420K | Buy |
3,806
+16
| +0.4% | +$1.77K | 0.11% | 85 |
|
|
2022
Q3 | $331K | Buy |
3,790
+18
| +0.5% | +$1.57K | 0.09% | 88 |
|
|
2022
Q2 | $323K | Buy |
3,772
+574
| +18% | +$49.2K | 0.09% | 98 |
|
|
2022
Q1 | $264K | Buy |
+3,198
| New | +$264K | 0.06% | 115 |
|
|
2021
Q3 | – | Sell |
-6,677
| Closed | -$421K | – | 142 |
|
|
2021
Q2 | $421K | Buy |
6,677
+50
| +0.8% | +$3.15K | 0.12% | 89 |
|
|
2021
Q1 | $370K | Buy |
+6,627
| New | +$370K | 0.12% | 99 |
|
|
2020
Q4 | – | Sell |
-12,750
| Closed | -$438K | – | 118 |
|
|
2020
Q3 | $438K | Buy |
12,750
+141
| +1% | +$4.84K | 0.17% | 71 |
|
|
2020
Q2 | $564K | Buy |
12,609
+5,753
| +84% | +$257K | 0.25% | 50 |
|
|
2020
Q1 | $260K | Buy |
+6,856
| New | +$260K | 0.14% | 76 |
|