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 |
|