MA Private Wealth’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 | $376K | Sell |
3,486
-50
| -1% | -$5.39K | 0.07% | 67 |
|
|
2025
Q1 | $421K | Buy |
3,536
+14
| +0.4% | +$1.67K | 0.08% | 61 |
|
|
2024
Q4 | $379K | Buy |
+3,522
| New | +$379K | 0.07% | 59 |
|
|
2023
Q1 | – | Sell |
-4,098
| Closed | -$452K | – | 84 |
|
|
2022
Q4 | $452K | Buy |
4,098
+21
| +0.5% | +$2.32K | 0.11% | 61 |
|
|
2022
Q3 | $435K | Buy |
4,077
+8
| +0.2% | +$854 | 0.11% | 56 |
|
|
2022
Q2 | $345K | Sell |
4,069
-471
| -10% | -$39.9K | 0.08% | 56 |
|
|
2022
Q1 | $375K | Buy |
4,540
+25
| +0.6% | +$2.07K | 0.07% | 68 |
|
|
2021
Q4 | $276K | Sell |
4,515
-327
| -7% | -$20K | 0.05% | 79 |
|
|
2021
Q3 | $285K | Buy |
4,842
+39
| +0.8% | +$2.3K | 0.06% | 74 |
|
|
2021
Q2 | $303K | Buy |
4,803
+234
| +5% | +$14.8K | 0.06% | 74 |
|
|
2021
Q1 | $255K | Buy |
+4,569
| New | +$255K | 0.05% | 79 |
|
|
2020
Q2 | – | Sell |
-4,412
| Closed | -$168K | – | 93 |
|
|
2020
Q1 | $168K | Buy |
4,412
+44
| +1% | +$1.68K | 0.05% | 82 |
|
|
2019
Q4 | $305K | Buy |
+4,368
| New | +$305K | 0.09% | 55 |
|