PFG Private 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 | – | Sell |
-101
| Closed | -$12K | – | 257 |
|
|
2025
Q1 | $12K | Hold |
101
| – | – | 0.01% | 140 |
|
|
2024
Q4 | $10.9K | Hold |
101
| – | – | 0.01% | 133 |
|
|
2024
Q3 | $11.8K | Hold |
101
| – | – | 0.01% | 135 |
|
|
2024
Q2 | $11.6K | Hold |
101
| – | – | 0.01% | 134 |
|
|
2024
Q1 | $11.7K | Hold |
101
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $10.1K | Sell |
101
-1,703
| -94% | -$170K | 0.01% | 137 |
|
|
2023
Q3 | $212K | Sell |
1,804
-445
| -20% | -$52.3K | 0.16% | 30 |
|
|
2023
Q2 | $241K | Sell |
2,249
-125
| -5% | -$13.4K | 0.14% | 38 |
|
|
2023
Q1 | $260K | Sell |
2,374
-373
| -14% | -$40.9K | 0.17% | 32 |
|
|
2022
Q4 | $303K | Buy |
2,747
+2,655
| +2,886% | +$293K | 0.19% | 36 |
|
|
2022
Q3 | $8K | Hold |
92
| – | – | 0.01% | 198 |
|
|
2022
Q2 | $8K | Buy |
92
+22
| +31% | +$1.91K | ﹤0.01% | 206 |
|
|
2022
Q1 | $6K | Buy |
70
+2
| +3% | +$171 | ﹤0.01% | 216 |
|
|
2021
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 256 |
|
|
2021
Q3 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 231 |
|