New England Professional Planning Group’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 | $1.09M | Sell |
10,155
-415
| -4% | -$44.7K | 0.5% | 7 |
|
|
2025
Q1 | $1.26M | Buy |
10,570
+763
| +8% | +$90.7K | 0.63% | 7 |
|
|
2024
Q4 | $1.05M | Hold |
9,807
| – | – | 0.53% | 8 |
|
|
2024
Q3 | $1.15M | Hold |
9,807
| – | – | 0.57% | 8 |
|
|
2024
Q2 | $1.13M | Hold |
9,807
| – | – | 0.59% | 7 |
|
|
2024
Q1 | $1.14M | Sell |
9,807
-10
| -0.1% | -$1.16K | 0.59% | 8 |
|
|
2023
Q4 | $982K | Sell |
9,817
-691
| -7% | -$69.1K | 0.56% | 8 |
|
|
2023
Q3 | $1.24M | Hold |
10,508
| – | – | 0.77% | 8 |
|
|
2023
Q2 | $1.13M | Sell |
10,508
-68
| -0.6% | -$7.29K | 0.66% | 8 |
|
|
2023
Q1 | $1.22M | Sell |
10,576
-315
| -3% | -$36.3K | 0.74% | 8 |
|
|
2022
Q4 | $1.2M | Sell |
10,891
-364
| -3% | -$40.1K | 0.68% | 8 |
|
|
2022
Q3 | $983K | Sell |
11,255
-206
| -2% | -$18K | 0.7% | 8 |
|
|
2022
Q2 | $982K | Sell |
11,461
-30
| -0.3% | -$2.57K | 0.68% | 7 |
|
|
2022
Q1 | $955K | Sell |
11,491
-890
| -7% | -$74K | 0.57% | 9 |
|
|
2021
Q4 | $876K | Buy |
12,381
+1,352
| +12% | +$95.7K | 0.53% | 8 |
|
|
2021
Q3 | $710K | Buy |
11,029
+76
| +0.7% | +$4.89K | 0.42% | 10 |
|
|
2021
Q2 | $639K | Sell |
10,953
-76
| -0.7% | -$4.43K | 0.39% | 11 |
|
|
2021
Q1 | $679K | Sell |
11,029
-3,103
| -22% | -$191K | 0.42% | 12 |
|
|
2020
Q4 | $581K | Buy |
14,132
+200
| +1% | +$8.22K | 0.41% | 12 |
|
|
2020
Q3 | $456K | Sell |
13,932
-2,112
| -13% | -$69.1K | 0.36% | 15 |
|
|
2020
Q2 | $712K | Hold |
16,044
| – | – | 0.55% | 11 |
|
|
2020
Q1 | $722K | Sell |
16,044
-130
| -0.8% | -$5.85K | 0.67% | 12 |
|
|
2019
Q4 | $1.13M | Buy |
+16,174
| New | +$1.13M | 0.9% | 9 |
|
|
2018
Q3 | $1.47M | Buy |
17,243
+438
| +3% | +$37.3K | 1.68% | 8 |
|
|
2018
Q2 | $1.39M | Sell |
16,805
-2,324
| -12% | -$192K | 1.78% | 9 |
|
|
2018
Q1 | $1.49M | Buy |
19,129
+150
| +0.8% | +$11.7K | 1.98% | 8 |
|
|
2017
Q4 | $1.65M | Buy |
+18,979
| New | +$1.65M | 2.01% | 8 |
|
|
2016
Q2 | $1.75M | Sell |
19,131
-248
| -1% | -$22.7K | 1.96% | 11 |
|
|
2016
Q1 | $1.61M | Sell |
19,379
-1,046
| -5% | -$86.7K | 1.61% | 11 |
|
|
2015
Q4 | $1.6M | Buy |
20,425
+2,492
| +14% | +$195K | 1.78% | 10 |
|
|
2015
Q3 | $1.47M | Sell |
17,933
-595
| -3% | -$48.7K | 1.66% | 10 |
|
|
2015
Q2 | $1.54M | Sell |
18,528
-39
| -0.2% | -$3.24K | 2.02% | 6 |
|
|
2015
Q1 | $1.66M | Buy |
18,567
+1,012
| +6% | +$90.2K | 2.23% | 6 |
|
|
2014
Q4 | $1.54M | Buy |
+17,555
| New | +$1.54M | 2.27% | 6 |
|