PP
PDS Planning’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
24,153
-730
| -3% | -$78.7K | 0.19% | 62 |
|
|
2025
Q1 | $2.96M | Buy |
24,883
+2,237
| +10% | +$266K | 0.25% | 54 |
|
|
2024
Q4 | $2.44M | Buy |
22,646
+74
| +0.3% | +$7.96K | 0.22% | 57 |
|
|
2024
Q3 | $2.65M | Sell |
22,572
-193
| -0.8% | -$22.6K | 0.24% | 53 |
|
|
2024
Q2 | $2.62M | Buy |
22,765
+1,143
| +5% | +$132K | 0.26% | 48 |
|
|
2024
Q1 | $2.51M | Buy |
21,622
+781
| +4% | +$90.8K | 0.26% | 47 |
|
|
2023
Q4 | $2.08M | Buy |
20,841
+3,049
| +17% | +$305K | 0.24% | 54 |
|
|
2023
Q3 | $2.09M | Buy |
17,792
+279
| +2% | +$32.8K | 0.27% | 50 |
|
|
2023
Q2 | $1.88M | Buy |
17,513
+541
| +3% | +$58K | 0.24% | 53 |
|
|
2023
Q1 | $1.86M | Buy |
16,972
+1,440
| +9% | +$158K | 0.26% | 51 |
|
|
2022
Q4 | $1.71M | Buy |
15,532
+328
| +2% | +$36.2K | 0.27% | 45 |
|
|
2022
Q3 | $1.33M | Buy |
15,204
+1,734
| +13% | +$151K | 0.24% | 49 |
|
|
2022
Q2 | $1.15M | Buy |
13,470
+1,450
| +12% | +$124K | 0.21% | 54 |
|
|
2022
Q1 | $993K | Buy |
12,020
+997
| +9% | +$82.4K | 0.17% | 57 |
|
|
2021
Q4 | $675K | Sell |
11,023
-360
| -3% | -$22K | 0.13% | 72 |
|
|
2021
Q3 | $670K | Buy |
11,383
+1,172
| +11% | +$69K | 0.15% | 72 |
|
|
2021
Q2 | $644K | Sell |
10,211
-3,084
| -23% | -$195K | 0.16% | 72 |
|
|
2021
Q1 | $742K | Buy |
13,295
+1,526
| +13% | +$85.2K | 0.22% | 59 |
|
|
2020
Q4 | $485K | Sell |
11,769
-1,678
| -12% | -$69.2K | 0.17% | 72 |
|
|
2020
Q3 | $462K | Sell |
13,447
-1,408
| -9% | -$48.4K | 0.19% | 70 |
|
|
2020
Q2 | $664K | Buy |
14,855
+656
| +5% | +$29.3K | 0.3% | 49 |
|
|
2020
Q1 | $539K | Buy |
14,199
+1,683
| +13% | +$63.9K | 0.34% | 46 |
|
|
2019
Q4 | $873K | Sell |
12,516
-191
| -2% | -$13.3K | 0.55% | 38 |
|
|
2019
Q3 | $897K | Sell |
12,707
-29
| -0.2% | -$2.05K | 0.62% | 33 |
|
|
2019
Q2 | $976K | Buy |
12,736
+229
| +2% | +$17.5K | 0.73% | 30 |
|
|
2019
Q1 | $1.01M | Sell |
12,507
-605
| -5% | -$48.9K | 0.79% | 28 |
|
|
2018
Q4 | $894K | Sell |
13,112
-227
| -2% | -$15.5K | 0.77% | 29 |
|
|
2018
Q3 | $1.13M | Buy |
13,339
+953
| +8% | +$81K | 0.97% | 26 |
|
|
2018
Q2 | $1.03M | Sell |
12,386
-1
| -0% | -$83 | 1.01% | 24 |
|
|
2018
Q1 | $924K | Sell |
12,387
-6
| -0% | -$448 | 0.93% | 27 |
|
|
2017
Q4 | $1.04M | Buy |
+12,393
| New | +$1.04M | 1.05% | 25 |
|