PFS Investments’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$4.47M Buy
41,627
+2,800
+7% +$300K 0.07% 237
2023
Q1
$4.47M Buy
38,827
+2,204
+6% +$254K 0.08% 217
2022
Q4
$4.04M Sell
36,623
-1,901
-5% -$210K 0.08% 218
2022
Q3
$3.36K Buy
38,524
+2,101
+6% +$183 0.06% 216
2022
Q2
$3.12M Buy
36,423
+4,307
+13% +$369K 0.06% 238
2022
Q1
$2.65M Buy
32,116
+5,227
+19% +$432K 0.05% 257
2021
Q4
$1.65M Buy
26,889
+2,367
+10% +$145K 0.03% 295
2021
Q3
$1.61M Buy
24,522
+3,997
+19% +$263K 0.03% 286
2021
Q2
$1.26M Buy
20,525
+2,476
+14% +$152K 0.03% 283
2021
Q1
$1.01M Buy
18,049
+8,799
+95% +$491K 0.03% 270
2020
Q4
$433K Buy
9,250
+128
+1% +$5.99K 0.01% 277
2020
Q3
$313K Sell
9,122
-6,082
-40% -$209K 0.01% 270
2020
Q2
$680K Sell
15,204
-932
-6% -$41.7K 0.03% 226
2020
Q1
$613K Buy
16,136
+2,594
+19% +$98.5K 0.03% 209
2019
Q4
$945K Buy
13,542
+6,166
+84% +$430K 0.04% 184
2019
Q3
$521K Buy
7,376
+3,673
+99% +$259K 0.02% 180
2019
Q2
$282K Buy
+3,703
New +$282K 0.01% 180