NewSquare Capital’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
$232K Buy
2,151
+369
+21% +$39.8K 0.02% 169
2025
Q1
$212K Buy
1,782
+1,558
+696% +$185K 0.02% 170
2024
Q4
$24.1K Buy
224
+91
+68% +$9.78K ﹤0.01% 221
2024
Q3
$15.6K Sell
133
-1,946
-94% -$228K ﹤0.01% 198
2024
Q2
$239K Buy
2,079
+69
+3% +$7.94K 0.02% 150
2024
Q1
$234K Sell
2,010
-1,407
-41% -$164K 0.02% 152
2023
Q4
$342K Sell
3,417
-6,245
-65% -$624K 0.03% 142
2023
Q3
$1.14M Sell
9,662
-565
-6% -$66.4K 0.12% 115
2023
Q2
$1.1M Sell
10,227
-31,315
-75% -$3.36M 0.11% 116
2023
Q1
$4.56M Sell
41,542
-1,577
-4% -$173K 0.54% 69
2022
Q4
$4.76M Sell
43,119
-2,929
-6% -$323K 0.59% 65
2022
Q3
$4.02M Sell
46,048
-1,435
-3% -$125K 0.5% 61
2022
Q2
$4.07M Buy
47,483
+44,812
+1,678% +$3.84M 0.52% 66
2022
Q1
$221K Hold
2,671
0.02% 154
2021
Q4
$163K Hold
2,671
0.02% 168
2021
Q3
$157K Buy
2,671
+2,625
+5,707% +$154K 0.02% 163
2021
Q2
$3K Hold
46
﹤0.01% 323
2021
Q1
$3K Hold
46
﹤0.01% 302
2020
Q4
$2K Sell
46
-6
-12% -$261 ﹤0.01% 317
2020
Q3
$2K Sell
52
-30,104
-100% -$1.16M ﹤0.01% 307
2020
Q2
$1.35M Sell
30,156
-559
-2% -$25K 0.23% 95
2020
Q1
$1.17M Buy
30,715
+2,789
+10% +$106K 0.22% 81
2019
Q4
$1.95M Buy
27,926
+2,765
+11% +$193K 0.32% 66
2019
Q3
$1.78M Buy
25,161
+1,727
+7% +$122K 0.32% 69
2019
Q2
$1.8M Buy
23,434
+1,140
+5% +$87.4K 0.33% 61
2019
Q1
$1.8M Buy
22,294
+357
+2% +$28.8K 0.34% 49
2018
Q4
$1.5M Sell
21,937
-115
-0.5% -$7.84K 0.32% 59
2018
Q3
$1.88M Buy
22,052
+2,011
+10% +$171K 0.36% 47
2018
Q2
$1.63M Buy
20,041
+2,194
+12% +$179K 0.33% 52
2018
Q1
$1.33M Buy
17,847
+752
+4% +$56.1K 0.29% 57
2017
Q4
$1.43M Buy
17,095
+1,964
+13% +$164K 0.33% 48
2017
Q3
$1.24M Buy
15,131
+693
+5% +$56.8K 0.3% 52
2017
Q2
$1.17M Buy
14,438
+13,189
+1,056% +$1.07M 0.28% 55
2017
Q1
$102K Hold
1,249
0.02% 115
2016
Q4
$113K Sell
1,249
-355
-22% -$32.1K 0.03% 129
2016
Q3
$140K Buy
1,604
+1
+0.1% +$87 0.03% 127
2016
Q2
$150K Buy
1,603
+33
+2% +$3.09K 0.04% 125
2016
Q1
$131K Sell
1,570
-450
-22% -$37.5K 0.04% 133
2015
Q4
$157K Hold
2,020
0.04% 115
2015
Q3
$150K Hold
2,020
0.04% 111
2015
Q2
$168K Sell
2,020
-250
-11% -$20.8K 0.05% 112
2015
Q1
$193K Buy
2,270
+715
+46% +$60.8K 0.06% 106
2014
Q4
$144K Hold
1,555
0.05% 114
2014
Q3
$146K Hold
1,555
0.05% 123
2014
Q2
$157K Sell
1,555
-1
-0.1% -$101 0.06% 118
2014
Q1
$152K Sell
1,556
-415
-21% -$40.5K 0.06% 116
2013
Q4
$199K Sell
1,971
-36
-2% -$3.64K 0.1% 83
2013
Q3
$173K Buy
2,007
+37
+2% +$3.19K 0.08% 90
2013
Q2
$178K Buy
+1,970
New +$178K 0.09% 89