Moneywise Inc’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 | $424K | Buy |
3,932
+13
| +0.3% | +$1.4K | 0.2% | 58 |
|
|
2025
Q1 | $466K | Buy |
3,919
+21
| +0.5% | +$2.5K | 0.25% | 45 |
|
|
2024
Q4 | $419K | Buy |
3,898
+11
| +0.3% | +$1.18K | 0.21% | 42 |
|
|
2024
Q3 | $456K | Sell |
3,887
-50
| -1% | -$5.86K | 0.22% | 46 |
|
|
2024
Q2 | $453K | Buy |
3,937
+100
| +3% | +$11.5K | 0.24% | 45 |
|
|
2024
Q1 | $446K | Sell |
3,837
-334
| -8% | -$38.8K | 0.24% | 42 |
|
|
2023
Q4 | $417K | Buy |
4,171
+355
| +9% | +$35.5K | 0.24% | 37 |
|
|
2023
Q3 | $449K | Sell |
3,816
-71
| -2% | -$8.35K | 0.28% | 31 |
|
|
2023
Q2 | $417K | Sell |
3,887
-76
| -2% | -$8.15K | 0.26% | 34 |
|
|
2023
Q1 | $435K | Buy |
3,963
+1,285
| +48% | +$141K | 0.28% | 33 |
|
|
2022
Q4 | $295K | Sell |
2,678
-1,100
| -29% | -$121K | 0.22% | 38 |
|
|
2022
Q3 | $330K | Buy |
3,778
+208
| +6% | +$18.2K | 0.27% | 36 |
|
|
2022
Q2 | $306K | Hold |
3,570
| – | – | 0.24% | 39 |
|
|
2022
Q1 | $295K | Sell |
3,570
-723
| -17% | -$59.7K | 0.19% | 38 |
|
|
2021
Q4 | $263K | Sell |
4,293
-160
| -4% | -$9.8K | 0.17% | 43 |
|
|
2021
Q3 | $262K | Buy |
4,453
+153
| +4% | +$9K | 0.17% | 43 |
|
|
2021
Q2 | $271K | Buy |
+4,300
| New | +$271K | 0.19% | 40 |
|