Impact Partnership Wealth’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 | $1.09M | Sell |
10,069
-1,536
| -13% | -$166K | 0.2% | 47 |
|
2025
Q1 | $1.38M | Sell |
11,605
-2,029
| -15% | -$241K | 0.29% | 31 |
|
2024
Q4 | $1.47M | Buy |
13,634
+389
| +3% | +$41.8K | 0.3% | 37 |
|
2024
Q3 | $1.55M | Sell |
13,245
-6,604
| -33% | -$774K | 0.35% | 31 |
|
2024
Q2 | $2.29M | Buy |
19,849
+9,469
| +91% | +$1.09M | 0.6% | 24 |
|
2024
Q1 | $1.21M | Sell |
10,380
-1,401
| -12% | -$163K | 0.48% | 25 |
|
2023
Q4 | $1.18M | Buy |
11,781
+1,921
| +19% | +$192K | 0.43% | 27 |
|
2023
Q3 | $1.16M | Buy |
9,860
+301
| +3% | +$35.4K | 0.36% | 31 |
|
2023
Q2 | $1.03M | Buy |
+9,559
| New | +$1.03M | 0.36% | 25 |
|