Kowal Investment Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.62M | Sell |
13,820
-5
| -0% | -$586 | 0.3% | 52 |
|
|
2024
Q2 | $1.59M | Buy |
13,825
+1,653
| +14% | +$190K | 0.32% | 46 |
|
|
2024
Q1 | $1.41M | Buy |
12,172
+2,199
| +22% | +$256K | 0.31% | 50 |
|
|
2023
Q4 | $997K | Sell |
9,973
-1,026
| -9% | -$103K | 0.23% | 60 |
|
|
2023
Q3 | $1.29M | Buy |
10,999
+202
| +2% | +$23.8K | 0.35% | 37 |
|
|
2023
Q2 | $1.16M | Sell |
10,797
-1,567
| -13% | -$168K | 0.31% | 44 |
|
|
2023
Q1 | $1.36M | Buy |
12,364
+397
| +3% | +$43.5K | 0.38% | 35 |
|
|
2022
Q4 | $1.32M | Sell |
11,967
-36
| -0.3% | -$3.97K | 0.39% | 34 |
|
|
2022
Q3 | $1.05M | Buy |
12,003
+919
| +8% | +$80.2K | 0.35% | 35 |
|
|
2022
Q2 | $949K | Buy |
11,084
+925
| +9% | +$79.2K | 0.31% | 35 |
|
|
2022
Q1 | $839K | Buy |
10,159
+1,312
| +15% | +$108K | 0.26% | 42 |
|
|
2021
Q4 | $541K | Buy |
8,847
+690
| +8% | +$42.2K | 0.16% | 50 |
|
|
2021
Q3 | $480K | Buy |
8,157
+2,049
| +34% | +$121K | 0.15% | 52 |
|
|
2021
Q2 | $385K | Sell |
6,108
-98
| -2% | -$6.18K | 0.14% | 61 |
|
|
2021
Q1 | $346K | Buy |
6,206
+316
| +5% | +$17.6K | 0.14% | 60 |
|
|
2020
Q4 | $282K | Buy |
+5,890
| New | +$282K | 0.13% | 66 |
|