Iron Horse Wealth Management’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 | $257K | Buy |
2,387
+9
| +0.4% | +$970 | 0.08% | 47 |
|
|
2025
Q1 | $283K | Buy |
2,378
+32
| +1% | +$3.81K | 0.09% | 39 |
|
|
2024
Q4 | $252K | Sell |
2,346
-126
| -5% | -$13.6K | 0.08% | 43 |
|
|
2024
Q3 | $290K | Sell |
2,472
-85
| -3% | -$9.96K | 0.1% | 36 |
|
|
2024
Q2 | $294K | Sell |
2,557
-61
| -2% | -$7.02K | 0.11% | 29 |
|
|
2024
Q1 | $304K | Buy |
2,618
+116
| +5% | +$13.5K | 0.12% | 28 |
|
|
2023
Q4 | $250K | Hold |
2,502
| – | – | 0.11% | 34 |
|
|
2023
Q3 | $294K | Sell |
2,502
-100
| -4% | -$11.8K | 0.14% | 30 |
|
|
2023
Q2 | $279K | Sell |
2,602
-32
| -1% | -$3.43K | 0.14% | 29 |
|
|
2023
Q1 | $289K | Hold |
2,634
| – | – | 0.14% | 30 |
|
|
2022
Q4 | $291K | Buy |
2,634
+293
| +13% | +$32.4K | 0.16% | 30 |
|
|
2022
Q3 | $204K | Sell |
2,341
-193
| -8% | -$16.8K | 0.29% | 22 |
|
|
2022
Q2 | $217K | Buy |
2,534
+26
| +1% | +$2.23K | 0.12% | 33 |
|
|
2022
Q1 | $207K | Sell |
2,508
-250
| -9% | -$20.6K | 0.11% | 34 |
|
|
2021
Q4 | $169K | Sell |
2,758
-171
| -6% | -$10.5K | 0.09% | 43 |
|
|
2021
Q3 | $172K | Sell |
2,929
-64
| -2% | -$3.76K | 0.11% | 41 |
|
|
2021
Q2 | $189K | Buy |
2,993
+386
| +15% | +$24.4K | 0.12% | 40 |
|
|
2021
Q1 | $146K | Buy |
2,607
+121
| +5% | +$6.78K | 0.11% | 47 |
|
|
2020
Q4 | $102K | Buy |
+2,486
| New | +$102K | 0.08% | 51 |
|