KA
Kozak & Associates’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
4,480
-125
| -3% | -$14.2K | 0.1% | 44 |
|
|
2025
Q1 | $476K | Buy |
4,605
+143
| +3% | +$14.8K | 0.12% | 40 |
|
|
2024
Q4 | $481K | Buy |
4,462
+173
| +4% | +$18.7K | 0.11% | 43 |
|
|
2024
Q3 | $517K | Buy |
4,289
+426
| +11% | +$51.4K | 0.12% | 42 |
|
|
2024
Q2 | $443K | Buy |
3,863
+81
| +2% | +$9.3K | 0.11% | 43 |
|
|
2024
Q1 | $446K | Sell |
3,782
-96
| -2% | -$11.3K | 0.12% | 49 |
|
|
2023
Q4 | $379K | Buy |
3,878
+31
| +0.8% | +$3.03K | 0.12% | 49 |
|
|
2023
Q3 | $412K | Hold |
3,847
| – | – | 0.15% | 46 |
|
|
2023
Q2 | $413K | Buy |
3,847
+35
| +0.9% | +$3.76K | 0.17% | 53 |
|
|
2023
Q1 | $418K | Buy |
3,812
+17
| +0.4% | +$1.86K | 0.19% | 52 |
|
|
2022
Q4 | $419K | Buy |
3,795
+24
| +0.6% | +$2.65K | 0.21% | 45 |
|
|
2022
Q3 | $370K | Buy |
3,771
+595
| +19% | +$58.4K | 0.23% | 42 |
|
|
2022
Q2 | $272K | Buy |
3,176
+38
| +1% | +$3.25K | 0.18% | 57 |
|
|
2022
Q1 | $268K | Hold |
3,138
| – | – | 0.17% | 61 |
|
|
2021
Q4 | $268K | Sell |
3,138
-18,446
| -85% | -$1.58M | 0.17% | 61 |
|
|
2021
Q3 | $1.39M | Buy |
+21,584
| New | +$1.39M | 0.82% | 12 |
|
|
2020
Q4 | $1.02M | Buy |
+20,432
| New | +$1.02M | 0.79% | 11 |
|