Peninsula Wealth’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$563K Buy
2024
Q3
$630K Buy
2024
Q2
$561K Buy
2024
Q1
$422K Sell
2023
Q4
$370K Buy
2023
Q3
$390K Buy
2023
Q2
$340K Buy
2023
Q1
$333K Buy
2022
Q4
$311K Sell
2022
Q3
$272K Buy
2022
Q2
$253K Buy
2022
Q1
$239K Buy
2019
Q2
Sell
2019
Q1
$213K Buy
2018
Q4
Sell
2018
Q3
$244K Buy
2018
Q2
$237K Buy