Morris Financial Concepts’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 | $679K | Sell |
6,301
-2,436
| -28% | -$263K | 0.27% | 53 |
|
|
2025
Q1 | $1.04M | Sell |
8,737
-29
| -0.3% | -$3.45K | 0.44% | 44 |
|
|
2024
Q4 | $943K | Buy |
8,766
+195
| +2% | +$21K | 0.4% | 42 |
|
|
2024
Q3 | $1M | Buy |
8,571
+247
| +3% | +$29K | 0.43% | 41 |
|
|
2024
Q2 | $958K | Buy |
8,324
+2,290
| +38% | +$264K | 0.46% | 37 |
|
|
2024
Q1 | $701K | Buy |
6,034
+3,086
| +105% | +$359K | 0.36% | 45 |
|
|
2023
Q4 | $295K | Buy |
2,948
+1
| +0% | +$100 | 0.17% | 74 |
|
|
2023
Q3 | $347K | Sell |
2,947
-1,000
| -25% | -$118K | 0.23% | 59 |
|
|
2023
Q2 | $423K | Buy |
3,947
+1
| +0% | +$107 | 0.27% | 51 |
|
|
2023
Q1 | $433K | Hold |
3,946
| – | – | 0.31% | 48 |
|
|
2022
Q4 | $435K | Sell |
3,946
-6
| -0.2% | -$662 | 0.35% | 49 |
|
|
2022
Q3 | $345K | Hold |
3,952
| – | – | 0.36% | 45 |
|
|
2022
Q2 | $338K | Hold |
3,952
| – | – | 0.32% | 49 |
|
|
2022
Q1 | $326K | Sell |
3,952
-40
| -1% | -$3.3K | 0.27% | 51 |
|
|
2021
Q4 | $244K | Buy |
+3,992
| New | +$244K | 0.2% | 58 |
|