Madison Wealth Partners’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 | $450K | Buy |
4,170
+41
| +1% | +$4.42K | 0.1% | 92 |
|
|
2025
Q1 | $491K | Sell |
4,129
-28
| -0.7% | -$3.33K | 0.12% | 79 |
|
|
2024
Q4 | $447K | Buy |
4,157
+149
| +4% | +$16K | 0.13% | 84 |
|
|
2024
Q3 | $470K | Sell |
4,008
-231
| -5% | -$27.1K | 0.14% | 79 |
|
|
2024
Q2 | $488K | Buy |
4,239
+16
| +0.4% | +$1.84K | 0.17% | 69 |
|
|
2024
Q1 | $491K | Buy |
4,223
+1
| +0% | +$116 | 0.18% | 66 |
|
|
2023
Q4 | $422K | Sell |
4,222
-28
| -0.7% | -$2.8K | 0.17% | 68 |
|
|
2023
Q3 | $500K | Buy |
4,250
+259
| +6% | +$30.5K | 0.25% | 46 |
|
|
2023
Q2 | $428K | Buy |
3,991
+128
| +3% | +$13.7K | 0.2% | 50 |
|
|
2023
Q1 | $424K | Sell |
3,863
-2,078
| -35% | -$228K | 0.21% | 50 |
|
|
2022
Q4 | $655K | Buy |
5,941
+230
| +4% | +$25.4K | 0.38% | 30 |
|
|
2022
Q3 | $499K | Buy |
5,711
+1,136
| +25% | +$99.3K | 0.33% | 37 |
|
|
2022
Q2 | $392K | Buy |
4,575
+27
| +0.6% | +$2.31K | 0.25% | 44 |
|
|
2022
Q1 | $376K | Sell |
4,548
-186
| -4% | -$15.4K | 0.21% | 46 |
|
|
2021
Q4 | $290K | Buy |
4,734
+101
| +2% | +$6.19K | 0.15% | 55 |
|
|
2021
Q3 | $273K | Buy |
4,633
+50
| +1% | +$2.95K | 0.15% | 53 |
|
|
2021
Q2 | $289K | Sell |
4,583
-671
| -13% | -$42.3K | 0.17% | 49 |
|
|
2021
Q1 | $217K | Hold |
5,254
| – | – | 0.15% | 48 |
|
|
2020
Q4 | $216K | Buy |
+5,254
| New | +$216K | 0.14% | 49 |
|