Mezzasalma Advisors’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 | $3.26M | Buy |
30,244
+1,125
| +4% | +$121K | 0.98% | 26 |
|
|
2025
Q1 | $3.46M | Buy |
29,119
+1,422
| +5% | +$169K | 1.2% | 20 |
|
|
2024
Q4 | $2.98M | Buy |
27,697
+602
| +2% | +$64.8K | 0.96% | 24 |
|
|
2024
Q3 | $3.18M | Buy |
27,095
+2,222
| +9% | +$260K | 1.25% | 24 |
|
|
2024
Q2 | $2.86M | Buy |
24,873
+9,885
| +66% | +$1.14M | 1.23% | 26 |
|
|
2024
Q1 | $1.74M | Sell |
14,988
-3,707
| -20% | -$431K | 0.82% | 25 |
|
|
2023
Q4 | $1.87M | Sell |
18,695
-2,252
| -11% | -$225K | 1.02% | 23 |
|
|
2023
Q3 | $2.46M | Sell |
20,947
-3,744
| -15% | -$440K | 1.52% | 15 |
|
|
2023
Q2 | $2.65M | Buy |
24,691
+4,453
| +22% | +$478K | 1.61% | 15 |
|
|
2023
Q1 | $2.22M | Buy |
20,238
+11,753
| +139% | +$1.29M | 1.57% | 17 |
|
|
2022
Q4 | $936K | Sell |
8,485
-270
| -3% | -$29.8K | 0.82% | 29 |
|
|
2022
Q3 | $764K | Sell |
8,755
-300
| -3% | -$26.2K | 0.61% | 31 |
|
|
2022
Q2 | $775K | Hold |
9,055
| – | – | 0.66% | 31 |
|
|
2022
Q1 | $748K | Buy |
9,055
+3,000
| +50% | +$248K | 0.47% | 36 |
|
|
2021
Q4 | $371K | Hold |
6,055
| – | – | 0.2% | 66 |
|
|
2021
Q3 | $356K | Sell |
6,055
-150
| -2% | -$8.82K | 0.2% | 61 |
|
|
2021
Q2 | $391K | Sell |
6,205
-90
| -1% | -$5.67K | 0.22% | 57 |
|
|
2021
Q1 | $351K | Buy |
+6,295
| New | +$351K | 0.23% | 58 |
|