Pinnacle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,952
| Closed | -$1.59M | – | 47 |
|
|
2023
Q4 | $1.59M | Sell |
15,952
-298
| -2% | -$29.8K | 1.82% | 23 |
|
|
2023
Q3 | $1.91M | Sell |
16,250
-4,060
| -20% | -$477K | 2.32% | 19 |
|
|
2023
Q2 | $2.18M | Buy |
+20,310
| New | +$2.18M | 2.2% | 13 |
|
|
2022
Q4 | $1.64M | Sell |
14,896
-6,849
| -31% | -$755K | 1.98% | 21 |
|
|
2022
Q3 | $1.9M | Buy |
21,745
+401
| +2% | +$35K | 2.31% | 8 |
|
|
2022
Q2 | $1.83M | Sell |
21,344
-4,406
| -17% | -$377K | 2.57% | 13 |
|
|
2022
Q1 | $2.13M | Buy |
+25,750
| New | +$2.13M | 2.49% | 14 |
|