Instrumental 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 | $544K | Buy |
4,821
+180
| +4% | +$20.3K | 0.43% | 26 |
|
|
2025
Q1 | $504K | Sell |
4,641
-1
| -0% | -$109 | 0.46% | 27 |
|
|
2024
Q4 | $514K | Sell |
4,642
-44
| -0.9% | -$4.87K | 0.49% | 22 |
|
|
2024
Q3 | $581K | Buy |
4,686
+117
| +3% | +$14.5K | 0.57% | 23 |
|
|
2024
Q2 | $537K | Buy |
4,569
+205
| +5% | +$24.1K | 0.55% | 20 |
|
|
2024
Q1 | $501K | Buy |
4,364
+504
| +13% | +$57.9K | 0.22% | 24 |
|
|
2023
Q4 | $384K | Buy |
3,860
+163
| +4% | +$16.2K | 0.42% | 24 |
|
|
2023
Q3 | $412K | Buy |
3,697
+206
| +6% | +$22.9K | 0.48% | 18 |
|
|
2023
Q2 | $372K | Sell |
3,491
-63
| -2% | -$6.71K | 0.45% | 18 |
|
|
2023
Q1 | $384K | Buy |
+3,554
| New | +$384K | 0.51% | 16 |
|