Planning Capital Management Corporation’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.5M Sell
12,837
-213
-2% -$25K 1% 30
2024
Q2
$1.5M Buy
13,050
+2,719
+26% +$313K 1.06% 28
2024
Q1
$1.2M Buy
10,331
+11
+0.1% +$1.28K 0.88% 29
2023
Q4
$1.03M Buy
+10,320
New +$1.03M 0.81% 28