Howard 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 | $506K | Buy |
4,697
+35
| +0.8% | +$3.77K | 0.26% | 79 |
|
|
2025
Q1 | $555K | Buy |
4,662
+309
| +7% | +$36.8K | 0.31% | 71 |
|
|
2024
Q4 | $468K | Buy |
4,353
+153
| +4% | +$16.5K | 0.25% | 79 |
|
|
2024
Q3 | $492K | Sell |
4,200
-272
| -6% | -$31.9K | 0.29% | 72 |
|
|
2024
Q2 | $515K | Buy |
4,472
+99
| +2% | +$11.4K | 0.41% | 59 |
|
|
2024
Q1 | $508K | Buy |
4,373
+270
| +7% | +$31.4K | 0.41% | 53 |
|
|
2023
Q4 | $410K | Buy |
4,103
+1,250
| +44% | +$125K | 0.34% | 60 |
|
|
2023
Q3 | $335K | Hold |
2,853
| – | – | 0.31% | 64 |
|
|
2023
Q2 | $306K | Hold |
2,853
| – | – | 0.27% | 74 |
|
|
2023
Q1 | $313K | Sell |
2,853
-25
| -0.9% | -$2.74K | 0.26% | 78 |
|
|
2022
Q4 | $317K | Hold |
2,878
| – | – | 0.26% | 82 |
|
|
2022
Q3 | $251K | Buy |
+2,878
| New | +$251K | 0.18% | 99 |
|
|
2022
Q2 | – | Sell |
-2,678
| Closed | -$221K | – | 135 |
|
|
2022
Q1 | $221K | Buy |
+2,678
| New | +$221K | 0.12% | 123 |
|
|
2020
Q1 | – | Sell |
-6,701
| Closed | -$467K | – | 514 |
|
|
2019
Q4 | $467K | Buy |
+6,701
| New | +$467K | 0.39% | 62 |
|