IAG Wealth Partners’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 | $143K | Hold |
1,326
| – | – | 0.02% | 126 |
|
|
2025
Q1 | $158K | Hold |
1,326
| – | – | 0.02% | 116 |
|
|
2024
Q4 | $143K | Buy |
1,326
+795
| +150% | +$85.5K | 0.03% | 111 |
|
|
2024
Q3 | $62.2K | Sell |
531
-393
| -43% | -$46.1K | 0.01% | 168 |
|
|
2024
Q2 | $106K | Sell |
924
-919
| -50% | -$106K | 0.02% | 117 |
|
|
2024
Q1 | $214K | Buy |
1,843
+1,608
| +684% | +$187K | 0.05% | 89 |
|
|
2023
Q4 | $23.5K | Sell |
235
-36
| -13% | -$3.6K | 0.01% | 221 |
|
|
2023
Q3 | $31.9K | Buy |
271
+36
| +15% | +$4.23K | 0.01% | 183 |
|
|
2023
Q2 | $25.2K | Sell |
235
-200
| -46% | -$21.5K | 0.01% | 214 |
|
|
2023
Q1 | $47.7K | Buy |
435
+235
| +118% | +$25.8K | 0.01% | 148 |
|
|
2022
Q4 | $22.1K | Hold |
200
| – | – | 0.01% | 203 |
|
|
2022
Q3 | $17K | Hold |
200
| – | – | 0.01% | 219 |
|
|
2022
Q2 | $17K | Hold |
200
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $17K | Sell |
200
-400
| -67% | -$34K | 0.01% | 241 |
|
|
2021
Q4 | $37K | Hold |
600
| – | – | 0.01% | 167 |
|
|
2021
Q3 | $36K | Hold |
600
| – | – | 0.01% | 151 |
|
|
2021
Q2 | $38K | Hold |
600
| – | – | 0.01% | 145 |
|
|
2021
Q1 | $34K | Hold |
600
| – | – | 0.01% | 142 |
|
|
2020
Q4 | $25K | Sell |
600
-185
| -24% | -$7.71K | 0.01% | 151 |
|
|
2020
Q3 | $27K | Sell |
785
-212
| -21% | -$7.29K | 0.01% | 142 |
|
|
2020
Q2 | $45K | Sell |
997
-97
| -9% | -$4.38K | 0.02% | 109 |
|
|
2020
Q1 | $42K | Buy |
1,094
+240
| +28% | +$9.21K | 0.03% | 99 |
|
|
2019
Q4 | $60K | Buy |
+854
| New | +$60K | 0.04% | 94 |
|