Omnia Family 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 | $223K | Sell |
2,071
-1,124
| -35% | -$121K | 0.08% | 85 |
|
|
2025
Q1 | $380K | Buy |
+3,195
| New | +$380K | 0.16% | 50 |
|
|
2024
Q4 | – | Sell |
-1,724
| Closed | -$202K | – | 85 |
|
|
2024
Q3 | $202K | Buy |
+1,724
| New | +$202K | 0.09% | 77 |
|
|
2021
Q1 | – | Sell |
-5,845
| Closed | -$241K | – | 79 |
|
|
2020
Q4 | $241K | Sell |
5,845
-592
| -9% | -$24.4K | 0.22% | 63 |
|
|
2020
Q3 | $221K | Buy |
6,437
+3
| +0% | +$103 | 0.21% | 63 |
|
|
2020
Q2 | $288K | Sell |
6,434
-82
| -1% | -$3.67K | 0.28% | 54 |
|
|
2020
Q1 | $247K | Buy |
6,516
+296
| +5% | +$11.2K | 0.26% | 59 |
|
|
2019
Q4 | $434K | Sell |
6,220
-3,408
| -35% | -$238K | 0.2% | 57 |
|
|
2019
Q3 | $680K | Sell |
9,628
-3,676
| -28% | -$260K | 0.5% | 34 |
|
|
2019
Q2 | $1.02M | Sell |
13,304
-342
| -3% | -$26.2K | 0.51% | 25 |
|
|
2019
Q1 | $1.1M | Buy |
13,646
+2,628
| +24% | +$212K | 0.54% | 25 |
|
|
2018
Q4 | $751K | Sell |
11,018
-739
| -6% | -$50.4K | 0.41% | 30 |
|
|
2018
Q3 | $1M | Sell |
11,757
-201
| -2% | -$17.1K | 0.46% | 26 |
|
|
2018
Q2 | $989K | Buy |
11,958
+5,272
| +79% | +$436K | 0.46% | 24 |
|
|
2018
Q1 | $499K | Sell |
6,686
-543
| -8% | -$40.5K | 0.23% | 42 |
|
|
2017
Q4 | $605K | Buy |
7,229
+796
| +12% | +$66.6K | 0.28% | 36 |
|
|
2017
Q3 | $527K | Sell |
6,433
-350
| -5% | -$28.7K | 0.26% | 38 |
|
|
2017
Q2 | $548K | Buy |
6,783
+411
| +6% | +$33.2K | 0.26% | 38 |
|
|
2017
Q1 | $523K | Sell |
6,372
-1,060
| -14% | -$87K | 0.25% | 39 |
|
|
2016
Q4 | $671K | Buy |
+7,432
| New | +$671K | 0.33% | 32 |
|