Keener Financial Planning’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 | $5K | Hold |
55
| – | – | ﹤0.01% | 191 |
|
2025
Q1 | $6K | Sell |
55
-96
| -64% | -$10.5K | ﹤0.01% | 147 |
|
2024
Q4 | $16K | Hold |
151
| – | – | 0.01% | 121 |
|
2024
Q3 | $17K | Hold |
151
| – | – | 0.01% | 115 |
|
2024
Q2 | $17K | Hold |
151
| – | – | 0.01% | 123 |
|
2024
Q1 | $18K | Sell |
151
-648
| -81% | -$77.2K | 0.01% | 129 |
|
2023
Q4 | $80K | Buy |
+799
| New | +$80K | 0.06% | 74 |
|