Levy Wealth Management 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
Q2 | $203K | Sell |
1,760
-506
| -22% | -$58.2K | 0.05% | 99 |
|
|
2024
Q1 | $227K | Hold |
2,266
| – | – | 0.06% | 97 |
|
|
2023
Q4 | $227K | Buy |
2,266
+16
| +0.7% | +$1.6K | 0.06% | 97 |
|
|
2023
Q3 | $265K | Sell |
2,250
-1,798
| -44% | -$211K | 0.08% | 91 |
|
|
2023
Q2 | $434K | Buy |
4,048
+18
| +0.4% | +$1.93K | 0.13% | 63 |
|
|
2023
Q1 | $442K | Buy |
4,030
+1,705
| +73% | +$187K | 0.14% | 59 |
|
|
2022
Q4 | $256K | Buy |
2,325
+4
| +0.2% | +$441 | 0.09% | 76 |
|
|
2022
Q3 | $203K | Sell |
2,321
-116
| -5% | -$10.1K | 0.09% | 78 |
|
|
2022
Q2 | $209K | Buy |
+2,437
| New | +$209K | 0.1% | 66 |
|