PS
Planned Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
4,112
+113
| +3% | +$12.2K | 0.17% | 67 |
|
|
2025
Q1 | $476K | Buy |
3,999
+35
| +0.9% | +$4.16K | 0.19% | 59 |
|
|
2024
Q4 | $426K | Sell |
3,964
-125
| -3% | -$13.4K | 0.17% | 60 |
|
|
2024
Q3 | $479K | Buy |
4,089
+605
| +17% | +$70.9K | 0.19% | 53 |
|
|
2024
Q2 | $401K | Buy |
3,484
+1,258
| +57% | +$145K | 0.19% | 57 |
|
|
2024
Q1 | $259K | Hold |
2,226
| – | – | 0.13% | 73 |
|
|
2023
Q4 | $223K | Hold |
2,226
| – | – | 0.1% | 75 |
|
|
2023
Q3 | $262K | Buy |
2,226
+56
| +3% | +$6.58K | 0.16% | 62 |
|
|
2023
Q2 | $233K | Buy |
2,170
+47
| +2% | +$5.04K | 0.14% | 68 |
|
|
2023
Q1 | $233K | Hold |
2,123
| – | – | 0.15% | 66 |
|
|
2022
Q4 | $234K | Buy |
+2,123
| New | +$234K | 0.17% | 61 |
|
|
2021
Q1 | – | Sell |
-165
| Closed | -$7K | – | 426 |
|
|
2020
Q4 | $7K | Hold |
165
| – | – | 0.01% | 357 |
|
|
2020
Q3 | $6K | Buy |
+165
| New | +$6K | 0.01% | 275 |
|