Landmark Wealth Management (New York)’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 | $305K | Sell |
2,831
-47
| -2% | -$5.06K | 0.13% | 74 |
|
|
2025
Q1 | $342K | Hold |
2,878
| – | – | 0.15% | 61 |
|
|
2024
Q4 | $310K | Hold |
2,878
| – | – | 0.14% | 63 |
|
|
2024
Q3 | $337K | Hold |
2,878
| – | – | 0.15% | 61 |
|
|
2024
Q2 | $331K | Sell |
2,878
-4,980
| -63% | -$573K | 0.26% | 37 |
|
|
2024
Q1 | $913K | Sell |
7,858
-250
| -3% | -$29K | 0.42% | 44 |
|
|
2023
Q4 | $811K | Buy |
8,108
+100
| +1% | +$10K | 0.4% | 43 |
|
|
2023
Q3 | $942K | Hold |
8,008
| – | – | 0.54% | 41 |
|
|
2023
Q2 | $859K | Hold |
8,008
| – | – | 0.76% | 24 |
|
|
2023
Q1 | $878K | Buy |
8,008
+5,490
| +218% | +$602K | 0.49% | 40 |
|
|
2022
Q4 | $278K | Hold |
2,518
| – | – | 0.2% | 55 |
|
|
2022
Q3 | $220K | Hold |
2,518
| – | – | 0.17% | 59 |
|
|
2022
Q2 | $216K | Sell |
2,518
-3,378
| -57% | -$290K | 0.28% | 36 |
|
|
2022
Q1 | $246K | Buy |
+5,896
| New | +$246K | 0.13% | 68 |
|