Newton One Investments’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 | $21.7K | Buy |
201
+2
| +1% | +$215 | 0.01% | 85 |
|
|
2025
Q1 | $23.7K | Buy |
199
+2
| +1% | +$238 | 0.01% | 80 |
|
|
2024
Q4 | $21.2K | Buy |
+197
| New | +$21.2K | 0.01% | 79 |
|
|
2024
Q3 | – | Sell |
-194
| Closed | -$22.3K | – | 111 |
|
|
2024
Q2 | $22.3K | Buy |
194
+2
| +1% | +$230 | 0.01% | 74 |
|
|
2024
Q1 | $22.4K | Buy |
192
+1
| +0.5% | +$116 | 0.01% | 74 |
|
|
2023
Q4 | $19.1K | Sell |
191
-28
| -13% | -$2.79K | 0.01% | 78 |
|
|
2023
Q3 | $25.7K | Buy |
219
+2
| +0.9% | +$235 | 0.02% | 78 |
|
|
2023
Q2 | $23.3K | Buy |
217
+2
| +0.9% | +$214 | 0.01% | 81 |
|
|
2023
Q1 | $23.6K | Hold |
215
| – | – | 0.01% | 79 |
|
|
2022
Q4 | $23.7K | Hold |
215
| – | – | 0.02% | 78 |
|
|
2022
Q3 | $19K | Hold |
215
| – | – | 0.01% | 84 |
|
|
2022
Q2 | $18K | Buy |
215
+50
| +30% | +$4.19K | 0.01% | 92 |
|
|
2022
Q1 | $14K | Hold |
165
| – | – | 0.01% | 102 |
|
|
2021
Q4 | $10K | Sell |
165
-165
| -50% | -$10K | 0.01% | 104 |
|
|
2021
Q3 | $19K | Hold |
330
| – | – | 0.01% | 96 |
|
|
2021
Q2 | $21K | Buy |
+330
| New | +$21K | 0.02% | 90 |
|