IAP
Indie Asset Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
2,194
-5,025
| -70% | -$542K | 0.43% | 58 |
|
|
2025
Q1 | $859K | Sell |
7,219
-382
| -5% | -$45.4K | 0.74% | 22 |
|
|
2024
Q4 | $818K | Buy |
7,601
+28
| +0.4% | +$3.01K | 0.64% | 24 |
|
|
2024
Q3 | $888K | Sell |
7,573
-129
| -2% | -$15.1K | 0.66% | 24 |
|
|
2024
Q2 | $887K | Buy |
7,702
+917
| +14% | +$106K | 0.71% | 23 |
|
|
2024
Q1 | $789K | Buy |
6,785
+65
| +1% | +$7.56K | 0.7% | 22 |
|
|
2023
Q4 | $672K | Buy |
6,720
+203
| +3% | +$20.3K | 0.61% | 23 |
|
|
2023
Q3 | $766K | Buy |
6,517
+52
| +0.8% | +$6.11K | 0.77% | 17 |
|
|
2023
Q2 | $693K | Buy |
6,465
+1
| +0% | +$107 | 0.75% | 21 |
|
|
2023
Q1 | $709K | Sell |
6,464
-272
| -4% | -$29.8K | 0.83% | 21 |
|
|
2022
Q4 | $743K | Sell |
6,736
-17
| -0.3% | -$1.88K | 0.81% | 20 |
|
|
2022
Q3 | $590K | Buy |
6,753
+1
| +0% | +$87 | 0.6% | 28 |
|
|
2022
Q2 | $578K | Buy |
6,752
+25
| +0.4% | +$2.14K | 0.51% | 34 |
|
|
2022
Q1 | $556K | Sell |
6,727
-229
| -3% | -$18.9K | 0.42% | 41 |
|
|
2021
Q4 | $426K | Sell |
6,956
-11,900
| -63% | -$729K | 0.31% | 65 |
|
|
2021
Q3 | $1.11M | Buy |
18,856
+11,712
| +164% | +$689K | 0.9% | 16 |
|
|
2021
Q2 | $451K | Sell |
7,144
-337
| -5% | -$21.3K | 0.37% | 57 |
|
|
2021
Q1 | $418K | Buy |
7,481
+304
| +4% | +$17K | 0.48% | 61 |
|
|
2020
Q4 | $296K | Sell |
7,177
-11,201
| -61% | -$462K | 0.34% | 73 |
|
|
2020
Q3 | $631K | Sell |
18,378
-25
| -0.1% | -$858 | 0.79% | 31 |
|
|
2020
Q2 | $819K | Sell |
18,403
-1,259
| -6% | -$56K | 1.03% | 22 |
|
|
2020
Q1 | $747K | Buy |
19,662
+960
| +5% | +$36.5K | 0.93% | 24 |
|
|
2019
Q4 | $1.31M | Buy |
+18,702
| New | +$1.31M | 1.39% | 16 |
|