Intelligent Financial Strategies’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 | $64.7K | Hold |
600
| – | – | 0.03% | 51 |
|
|
2025
Q1 | $71.4K | Hold |
600
| – | – | 0.04% | 52 |
|
|
2024
Q4 | $64.5K | Hold |
600
| – | – | 0.04% | 52 |
|
|
2024
Q3 | $70.3K | Hold |
600
| – | – | 0.04% | 52 |
|
|
2024
Q2 | $69.1K | Hold |
600
| – | – | 0.04% | 51 |
|
|
2024
Q1 | $69.7K | Hold |
600
| – | – | 0.04% | 52 |
|
|
2023
Q4 | $60K | Hold |
600
| – | – | 0.04% | 51 |
|
|
2023
Q3 | $70.5K | Hold |
600
| – | – | 0.05% | 52 |
|
|
2023
Q2 | $64.4K | Hold |
600
| – | – | 0.05% | 56 |
|
|
2023
Q1 | $65.8K | Hold |
600
| – | – | 0.05% | 58 |
|
|
2022
Q4 | $66.2K | Hold |
600
| – | – | 0.06% | 57 |
|
|
2022
Q3 | $52K | Hold |
600
| – | – | 0.05% | 59 |
|
|
2022
Q2 | $51K | Hold |
600
| – | – | 0.05% | 59 |
|
|
2022
Q1 | $50K | Sell |
600
-72
| -11% | -$6K | 0.05% | 68 |
|
|
2021
Q4 | $41K | Buy |
+672
| New | +$41K | 0.04% | 77 |
|