Palumbo Wealth Management’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 | $510K | Sell |
4,731
-933
| -16% | -$101K | 0.16% | 99 |
|
|
2025
Q1 | $674K | Buy |
5,664
+1,490
| +36% | +$177K | 0.23% | 69 |
|
|
2024
Q4 | $449K | Hold |
4,174
| – | – | 0.17% | 93 |
|
|
2024
Q3 | $489K | Sell |
4,174
-12
| -0.3% | -$1.41K | 0.19% | 83 |
|
|
2024
Q2 | $482K | Buy |
4,186
+130
| +3% | +$15K | 0.2% | 78 |
|
|
2024
Q1 | $472K | Buy |
4,056
+257
| +7% | +$29.9K | 0.21% | 79 |
|
|
2023
Q4 | $380K | Buy |
3,799
+36
| +1% | +$3.6K | 0.19% | 87 |
|
|
2023
Q3 | $442K | Sell |
3,763
-177
| -4% | -$20.8K | 0.24% | 72 |
|
|
2023
Q2 | $423K | Buy |
3,940
+1
| +0% | +$107 | 0.26% | 68 |
|
|
2023
Q1 | $432K | Buy |
3,939
+566
| +17% | +$62.1K | 0.29% | 63 |
|
|
2022
Q4 | $372K | Buy |
3,373
+236
| +8% | +$26K | 0.3% | 62 |
|
|
2022
Q3 | $274K | Sell |
3,137
-299
| -9% | -$26.1K | 0.23% | 68 |
|
|
2022
Q2 | $294K | Sell |
3,436
-112
| -3% | -$9.58K | 0.23% | 67 |
|
|
2022
Q1 | $293K | Buy |
3,548
+2
| +0.1% | +$165 | 0.19% | 76 |
|
|
2021
Q4 | $217K | Sell |
3,546
-8,823
| -71% | -$540K | 0.14% | 87 |
|
|
2021
Q3 | $728K | Buy |
12,369
+137
| +1% | +$8.06K | 0.48% | 47 |
|
|
2021
Q2 | $772K | Buy |
12,232
+8,419
| +221% | +$531K | 0.52% | 47 |
|
|
2021
Q1 | $213K | Buy |
+3,813
| New | +$213K | 0.16% | 93 |
|