Peninsula Wealth’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $563K | Buy |
5,238
+16
| +0.3% | +$1.72K | 0.1% | 67 |
|
|
2024
Q3 | $630K | Buy |
5,222
+268
| +5% | +$32.3K | 0.11% | 63 |
|
|
2024
Q2 | $561K | Buy |
4,954
+1,322
| +36% | +$150K | 0.1% | 61 |
|
|
2024
Q1 | $422K | Sell |
3,632
-68
| -2% | -$7.91K | 0.08% | 68 |
|
|
2023
Q4 | $370K | Buy |
3,700
+136
| +4% | +$13.6K | 0.08% | 68 |
|
|
2023
Q3 | $390K | Buy |
3,564
+394
| +12% | +$43.1K | 0.09% | 54 |
|
|
2023
Q2 | $340K | Buy |
3,170
+136
| +4% | +$14.6K | 0.09% | 56 |
|
|
2023
Q1 | $333K | Buy |
3,034
+215
| +8% | +$23.6K | 0.1% | 53 |
|
|
2022
Q4 | $311K | Sell |
2,819
-297
| -10% | -$32.8K | 0.1% | 52 |
|
|
2022
Q3 | $272K | Buy |
3,116
+160
| +5% | +$14K | 0.1% | 53 |
|
|
2022
Q2 | $253K | Buy |
2,956
+67
| +2% | +$5.73K | 0.09% | 58 |
|
|
2022
Q1 | $239K | Buy |
+2,889
| New | +$239K | 0.07% | 60 |
|
|
2019
Q2 | – | Sell |
-2,635
| Closed | -$213K | – | 33 |
|
|
2019
Q1 | $213K | Buy |
+2,635
| New | +$213K | 0.12% | 28 |
|
|
2018
Q4 | – | Sell |
-2,865
| Closed | -$244K | – | 32 |
|
|
2018
Q3 | $244K | Buy |
2,865
+3
| +0.1% | +$255 | 0.13% | 28 |
|
|
2018
Q2 | $237K | Buy |
+2,862
| New | +$237K | 0.14% | 30 |
|