Kapstone Financial Advisors’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 | $1.24M | Hold |
11,510
| – | – | 0.62% | 27 |
|
|
2025
Q1 | $1.37M | Sell |
11,510
-20
| -0.2% | -$2.38K | 0.77% | 24 |
|
|
2024
Q4 | $1.25M | Sell |
11,530
-255
| -2% | -$27.7K | 0.67% | 26 |
|
|
2024
Q3 | $1.36M | Buy |
11,785
+2
| +0% | +$232 | 0.83% | 24 |
|
|
2024
Q2 | $1.36M | Buy |
11,783
+893
| +8% | +$103K | 0.89% | 23 |
|
|
2024
Q1 | $1.27M | Buy |
10,890
+200
| +2% | +$23.2K | 0.86% | 26 |
|
|
2023
Q4 | $1.09M | Buy |
10,690
+487
| +5% | +$49.7K | 0.86% | 26 |
|
|
2023
Q3 | $1.2M | Buy |
10,203
+400
| +4% | +$47K | 1.08% | 21 |
|
|
2023
Q2 | $1.05M | Sell |
9,803
-28
| -0.3% | -$2.99K | 0.87% | 23 |
|
|
2023
Q1 | $1.14M | Hold |
9,831
| – | – | 1.03% | 21 |
|
|
2022
Q4 | $1.09M | Buy |
+9,831
| New | +$1.09M | 1% | 20 |
|