Norwood Financial’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $477K | Buy |
4,106
+620
| +18% | +$72.1K | 0.69% | 33 |
|
|
2023
Q4 | $349K | Sell |
3,486
-8,610
| -71% | -$861K | 0.53% | 41 |
|
|
2023
Q3 | $1.42M | Buy |
12,096
+830
| +7% | +$97.6K | 2.3% | 7 |
|
|
2023
Q2 | $1.21M | Hold |
11,266
| – | – | 1.81% | 9 |
|
|
2023
Q1 | $1.24M | Sell |
11,266
-214
| -2% | -$23.5K | 1.96% | 9 |
|
|
2022
Q4 | $1.27M | Sell |
11,480
-20
| -0.2% | -$2.21K | 1.99% | 8 |
|
|
2022
Q3 | $1M | Buy |
11,500
+50
| +0.4% | +$4.37K | 1.78% | 10 |
|
|
2022
Q2 | $981K | Hold |
11,450
| – | – | 1.67% | 12 |
|
|
2022
Q1 | $945K | Hold |
11,450
| – | – | 1.37% | 16 |
|
|
2021
Q4 | $701K | Buy |
+11,450
| New | +$701K | 0.97% | 25 |
|