Inspirion Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $714K | Sell |
|
|||||
|
2025
Q2 | $657K | Sell |
|
|||||
|
2025
Q1 | $729K | Buy |
|
|||||
|
2024
Q4 | $662K | Hold |
|
|||||
|
2024
Q3 | $714K | Buy |
|
|||||
|
2024
Q2 | $690K | Hold |
|
|||||
|
2024
Q1 | $696K | Hold |
|
|||||
|
2023
Q4 | $613K | Sell |
|
|||||
|
2023
Q3 | $783K | Sell |
|
|||||
|
2023
Q2 | $720K | Hold |
|
|||||
|
2023
Q1 | $737K | Hold |
|
|||||
|
2022
Q4 | $741K | Sell |
|
|||||
|
2022
Q3 | $604K | Buy |
|
|||||
|
2022
Q2 | $544K | Sell |
|
|||||
|
2022
Q1 | $538K | Sell |
|
|||||
|
2021
Q4 | $425K | Buy |
|
|||||
|
2021
Q3 | $383K | Sell |
|
|||||
|
2021
Q2 | $461K | Sell |
|
|||||
|
2021
Q1 | $426K | Buy |
|
|||||
|
2020
Q4 | $273K | Sell |
|
|||||
|
2020
Q3 | $228K | Buy |
|
|||||
|
2020
Q2 | $273K | Buy |
|
|||||
|
2020
Q1 | $202K | Sell |
|
|||||
|
2019
Q4 | $383K | Sell |
|
|||||
|
2019
Q3 | $413K | Sell |
|
|||||
|
2019
Q2 | $483K | Hold |
|
|||||
|
2019
Q1 | $509K | Hold |
|
|||||
|
2018
Q4 | $430K | Sell |
|
|||||
|
2018
Q3 | $622K | Buy |
|
|||||
|
2018
Q2 | $596K | Buy |
|
|||||
|
2018
Q1 | $511K | Hold |
|
|||||
|
2017
Q4 | $573K | Buy |
|
|||||
|
2017
Q3 | $535K | Hold |
|
|||||
|
2017
Q2 | $527K | Hold |
|
|||||
|
2017
Q1 | $535K | Sell |
|
|||||
|
2016
Q4 | $594K | Buy |
|
|||||
|
2016
Q3 | $552K | Sell |
|
|||||
|
2016
Q2 | $607K | Hold |
|
|||||
|
2016
Q1 | $541K | Hold |
|
|||||
|
2015
Q4 | $505K | Buy |
|
|||||
|
2015
Q3 | $432K | Buy |
|
|||||
|
2015
Q2 | $367K | Hold |
|
|||||
|
2015
Q1 | $375K | Hold |
|
|||||
|
2014
Q4 | $408K | Buy |
|