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