MidAtlantic Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-525
| Closed | -$56.5K | – | 242 |
|
2024
Q4 | $56.5K | Sell |
525
-1,275
| -71% | -$137K | 0.04% | 129 |
|
2024
Q3 | $211K | Hold |
1,800
| – | – | 0.15% | 81 |
|
2024
Q2 | $207K | Hold |
1,800
| – | – | 0.17% | 76 |
|
2024
Q1 | $209K | Hold |
1,800
| – | – | 0.18% | 77 |
|
2023
Q4 | $180K | Buy |
+1,800
| New | +$180K | 0.18% | 75 |
|