NewEdge Wealth’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 | $8.22M | Buy |
77,596
+3,993
| +5% | +$423K | 0.13% | 136 |
|
|
2025
Q1 | $8.75M | Buy |
73,603
+9,802
| +15% | +$1.17M | 0.16% | 120 |
|
|
2024
Q4 | $6.86M | Sell |
63,801
-36,040
| -36% | -$3.88M | 0.12% | 148 |
|
|
2024
Q3 | $11.7M | Buy |
99,841
+37,457
| +60% | +$4.39M | 0.21% | 103 |
|
|
2024
Q2 | $7.18M | Buy |
62,384
+22,838
| +58% | +$2.63M | 0.16% | 127 |
|
|
2024
Q1 | $4.6M | Sell |
39,546
-1,441
| -4% | -$168K | 0.1% | 177 |
|
|
2023
Q4 | $4.1M | Buy |
40,987
+958
| +2% | +$95.8K | 0.1% | 169 |
|
|
2023
Q3 | $4.71M | Buy |
40,029
+8,312
| +26% | +$977K | 0.15% | 136 |
|
|
2023
Q2 | $3.4M | Buy |
31,717
+15,539
| +96% | +$1.67M | 0.11% | 169 |
|
|
2023
Q1 | $1.77M | Buy |
16,178
+4,603
| +40% | +$505K | 0.07% | 243 |
|
|
2022
Q4 | $1.28M | Buy |
11,575
+3,668
| +46% | +$405K | 0.06% | 262 |
|
|
2022
Q3 | $690K | Sell |
7,907
-14,203
| -64% | -$1.24M | 0.03% | 306 |
|
|
2022
Q2 | $1.89M | Buy |
22,110
+16,814
| +317% | +$1.44M | 0.09% | 199 |
|
|
2022
Q1 | $437K | Buy |
5,296
+994
| +23% | +$82K | 0.02% | 320 |
|
|
2021
Q4 | $263K | Sell |
4,302
-7
| -0.2% | -$428 | 0.01% | 356 |
|
|
2021
Q3 | $253K | Sell |
4,309
-392
| -8% | -$23K | 0.02% | 264 |
|
|
2021
Q2 | $297K | Buy |
+4,701
| New | +$297K | 0.02% | 242 |
|