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LVZ Inc’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$765K Hold
7,100
0.09% 66
2025
Q1
$844K Buy
7,100
+154
+2% +$18.3K 0.11% 57
2024
Q4
$747K Buy
6,946
+2,807
+68% +$302K 0.1% 57
2024
Q3
$485K Buy
4,139
+129
+3% +$15.1K 0.06% 73
2024
Q2
$462K Buy
4,010
+370
+10% +$42.6K 0.06% 73
2024
Q1
$423K Buy
3,640
+35
+1% +$4.07K 0.06% 79
2023
Q4
$360K Sell
3,605
-350
-9% -$35K 0.05% 93
2023
Q3
$465K Buy
3,955
+110
+3% +$12.9K 0.08% 57
2023
Q2
$412K Hold
3,845
0.06% 84
2023
Q1
$422K Buy
3,845
+50
+1% +$5.48K 0.06% 83
2022
Q4
$419K Sell
3,795
-319
-8% -$35.2K 0.07% 80
2022
Q3
$359K Sell
4,114
-315
-7% -$27.5K 0.06% 74
2022
Q2
$379K Buy
4,429
+94
+2% +$8.04K 0.06% 71
2022
Q1
$358K Buy
4,335
+340
+9% +$28.1K 0.05% 75
2021
Q4
$244K Sell
3,995
-50
-1% -$3.05K 0.03% 96
2021
Q3
$238K Buy
4,045
+50
+1% +$2.94K 0.03% 91
2021
Q2
$252K Hold
3,995
0.04% 95
2021
Q1
$223K Buy
+3,995
New +$223K 0.03% 98
2020
Q1
Sell
-6,379
Closed -$445K 95
2019
Q4
$445K Buy
6,379
+1,403
+28% +$97.9K 0.09% 60
2019
Q3
$351K Buy
+4,976
New +$351K 0.08% 58