Planning Alternatives’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 | $275K | Buy |
+2,552
| New | +$275K | 0.04% | 69 |
|
|
2017
Q1 | – | Sell |
-3,189
| Closed | -$288K | – | 56 |
|
|
2016
Q4 | $288K | Buy |
3,189
+35
| +1% | +$3.16K | 0.06% | 41 |
|
|
2016
Q3 | $275K | Hold |
3,154
| – | – | 0.06% | 40 |
|
|
2016
Q2 | $296K | Sell |
3,154
-20
| -0.6% | -$1.88K | 0.06% | 41 |
|
|
2016
Q1 | $265K | Hold |
3,174
| – | – | 0.06% | 40 |
|
|
2015
Q4 | $247K | Buy |
+3,174
| New | +$247K | 0.06% | 41 |
|
|
2015
Q3 | – | Sell |
-2,411
| Closed | -$201K | – | 47 |
|
|
2015
Q2 | $201K | Sell |
2,411
-10
| -0.4% | -$834 | 0.04% | 42 |
|
|
2015
Q1 | $206K | Buy |
+2,421
| New | +$206K | 0.05% | 41 |
|
|
2014
Q3 | – | Sell |
-2,182
| Closed | -$220K | – | 48 |
|
|
2014
Q2 | $220K | Sell |
2,182
-36
| -2% | -$3.63K | 0.05% | 43 |
|
|
2014
Q1 | $217K | Hold |
2,218
| – | – | 0.06% | 41 |
|
|
2013
Q4 | $224K | Buy |
+2,218
| New | +$224K | 0.07% | 34 |
|