Mosaic Family 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 | $531K | Sell |
4,926
-302
| -6% | -$32.6K | 0.07% | 127 |
|
|
2025
Q1 | $622K | Buy |
5,228
+195
| +4% | +$23.2K | 0.09% | 114 |
|
|
2024
Q4 | $541K | Buy |
5,033
+274
| +6% | +$29.5K | 0.08% | 120 |
|
|
2024
Q3 | $558K | Sell |
4,759
-24
| -0.5% | -$2.81K | 0.08% | 113 |
|
|
2024
Q2 | $551K | Buy |
4,783
+234
| +5% | +$26.9K | 0.09% | 112 |
|
|
2024
Q1 | $529K | Buy |
4,549
+1,178
| +35% | +$137K | 0.09% | 113 |
|
|
2023
Q4 | $337K | Buy |
3,371
+102
| +3% | +$10.2K | 0.06% | 133 |
|
|
2023
Q3 | $384K | Sell |
3,269
-377
| -10% | -$44.3K | 0.08% | 120 |
|
|
2023
Q2 | $391K | Sell |
3,646
-94
| -3% | -$10.1K | 0.08% | 117 |
|
|
2023
Q1 | $410K | Buy |
3,740
+27
| +0.7% | +$2.96K | 0.09% | 114 |
|
|
2022
Q4 | $410K | Buy |
+3,713
| New | +$410K | 0.12% | 112 |
|