Householder Group Estate & Retirement Specialist’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$524K Sell
4,879
-7,800
-62% -$838K 0.39% 43
2024
Q3
$1.49M Sell
12,679
-10,920
-46% -$1.28M 0.43% 45
2024
Q2
$2.72M Buy
23,599
+1,732
+8% +$199K 0.76% 26
2024
Q1
$2.54M Buy
21,867
+2,315
+12% +$269K 0.76% 27
2023
Q4
$1.95M Sell
19,552
-1,081
-5% -$108K 0.64% 32
2023
Q3
$2.43M Buy
+20,633
New +$2.43M 0.87% 24
2023
Q1
$2.73M Sell
24,916
-168
-0.7% -$18.4K 1.05% 16
2022
Q4
$2.77M Buy
25,084
+691
+3% +$76.2K 4.13% 6
2022
Q3
$2.13M Buy
24,393
+2,998
+14% +$262K 0.88% 19
2022
Q2
$1.83M Buy
21,395
+842
+4% +$72.1K 0.82% 25
2022
Q1
$1.7M Sell
20,553
-686
-3% -$56.6K 0.68% 34
2021
Q4
$1.3M Buy
+21,239
New +$1.3M 0.48% 56