IF
Insight Folios’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.48M | Buy |
72,329
+3,232
| +5% | +$379K | 3.03% | 7 |
|
|
2024
Q2 | $7.95M | Buy |
69,097
+197
| +0.3% | +$22.7K | 3.26% | 3 |
|
|
2024
Q1 | $8.01M | Sell |
68,900
-175
| -0.3% | -$20.3K | 3.24% | 3 |
|
|
2023
Q4 | $6.91M | Buy |
69,075
+2,673
| +4% | +$267K | 2.99% | 9 |
|
|
2023
Q3 | $7.81M | Sell |
66,402
-8,841
| -12% | -$1.04M | 3.82% | 2 |
|
|
2023
Q2 | $8.07M | Buy |
75,243
+1,564
| +2% | +$168K | 3.38% | 5 |
|
|
2023
Q1 | $8.08M | Sell |
73,679
-433
| -0.6% | -$47.5K | 3.58% | 3 |
|
|
2022
Q4 | $8.17M | Sell |
74,112
-20,178
| -21% | -$2.23M | 3.69% | 1 |
|
|
2022
Q3 | $8.23M | Sell |
94,290
-673
| -0.7% | -$58.8K | 4.19% | 1 |
|
|
2022
Q2 | $8.14M | Buy |
94,963
+3,864
| +4% | +$331K | 3.87% | 1 |
|
|
2022
Q1 | $7.52M | Sell |
91,099
-122
| -0.1% | -$10.1K | 3.35% | 5 |
|
|
2021
Q4 | $5.58M | Buy |
91,221
+1,465
| +2% | +$89.6K | 2.62% | 9 |
|
|
2021
Q3 | $5.28M | Buy |
89,756
+4,961
| +6% | +$292K | 2.91% | 7 |
|
|
2021
Q2 | $5.35M | Buy |
84,795
+3,098
| +4% | +$195K | 3.14% | 10 |
|
|
2021
Q1 | $4.56M | Buy |
81,697
+928
| +1% | +$51.8K | 3.12% | 13 |
|
|
2020
Q4 | $3.33M | Buy |
80,769
+9,178
| +13% | +$378K | 2.47% | 27 |
|
|
2020
Q3 | $2.46M | Buy |
71,591
+5,677
| +9% | +$195K | 2.28% | 30 |
|
|
2020
Q2 | $2.95M | Buy |
65,914
+8,926
| +16% | +$399K | 2.83% | 24 |
|
|
2020
Q1 | $2.16M | Buy |
56,988
+10,698
| +23% | +$406K | 2.47% | 24 |
|
|
2019
Q4 | $3.23M | Buy |
+46,290
| New | +$3.23M | 2.87% | 25 |
|