Madison Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.01M | Buy |
59,637
+654
| +1% | +$76.9K | 1.47% | 16 |
|
|
2023
Q2 | $6.33M | Sell |
58,983
-333
| -0.6% | -$35.7K | 1.28% | 23 |
|
|
2023
Q1 | $6.5M | Buy |
59,316
+373
| +0.6% | +$40.9K | 1.41% | 20 |
|
|
2022
Q4 | $6.5M | Buy |
58,943
+47,345
| +408% | +$5.22M | 1.48% | 19 |
|
|
2022
Q3 | $1.01M | Buy |
11,598
+244
| +2% | +$21.3K | 0.25% | 83 |
|
|
2022
Q2 | $972K | Buy |
11,354
+211
| +2% | +$18.1K | 0.24% | 86 |
|
|
2022
Q1 | $920K | Buy |
11,143
+174
| +2% | +$14.4K | 0.19% | 95 |
|
|
2021
Q4 | $671K | Buy |
10,969
+147
| +1% | +$8.99K | 0.13% | 100 |
|
|
2021
Q3 | $637K | Sell |
10,822
-135
| -1% | -$7.95K | 0.14% | 103 |
|
|
2021
Q2 | $691K | Buy |
10,957
+179
| +2% | +$11.3K | 0.15% | 99 |
|
|
2021
Q1 | $602K | Buy |
10,778
+278
| +3% | +$15.5K | 0.15% | 98 |
|
|
2020
Q4 | $433K | Sell |
10,500
-524
| -5% | -$21.6K | 0.11% | 101 |
|
|
2020
Q3 | $378K | Sell |
11,024
-630
| -5% | -$21.6K | 0.11% | 99 |
|
|
2020
Q2 | $521K | Sell |
11,654
-1,365
| -10% | -$61K | 0.17% | 84 |
|
|
2020
Q1 | $494K | Sell |
13,019
-2,215
| -15% | -$84K | 0.2% | 83 |
|
|
2019
Q4 | $1.06M | Buy |
+15,234
| New | +$1.06M | 0.31% | 67 |
|