ICA Group 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $662K | Sell |
5,750
-10,802
| -65% | -$1.24M | 0.4% | 41 |
|
2024
Q1 | $1.92M | Buy |
16,552
+1,444
| +10% | +$168K | 0.39% | 50 |
|
2023
Q4 | $1.51M | Buy |
15,108
+1,480
| +11% | +$148K | 0.34% | 62 |
|
2023
Q3 | $1.6M | Hold |
13,628
| – | – | 0.45% | 51 |
|
2023
Q2 | $1.46M | Sell |
13,628
-22,099
| -62% | -$2.37M | 0.37% | 60 |
|
2023
Q1 | $3.92M | Buy |
35,727
+923
| +3% | +$101K | 0.93% | 23 |
|
2022
Q4 | $3.85M | Sell |
34,804
-63,774
| -65% | -$7.05M | 0.9% | 20 |
|
2022
Q3 | $8.61M | Buy |
98,578
+44,872
| +84% | +$3.92M | 1.83% | 9 |
|
2022
Q2 | $5.05M | Sell |
53,706
-341
| -0.6% | -$32.1K | 0.94% | 20 |
|
2022
Q1 | $5.34M | Buy |
+54,047
| New | +$5.34M | 1.02% | 19 |
|