Planning Directions’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 | $459K | Sell |
4,258
-234
| -5% | -$25.2K | 0.26% | 45 |
|
|
2025
Q1 | $534K | Buy |
4,492
+136
| +3% | +$16.2K | 0.23% | 62 |
|
|
2024
Q4 | $469K | Sell |
4,356
-535
| -11% | -$57.5K | 0.27% | 44 |
|
|
2024
Q3 | $573K | Sell |
4,891
-593
| -11% | -$69.5K | 0.34% | 37 |
|
|
2024
Q2 | $631K | Sell |
5,484
-74
| -1% | -$8.52K | 0.43% | 35 |
|
|
2024
Q1 | $646K | Sell |
5,558
-108
| -2% | -$12.6K | 0.45% | 34 |
|
|
2023
Q4 | $566K | Buy |
5,666
+351
| +7% | +$35.1K | 0.4% | 33 |
|
|
2023
Q3 | $625K | Buy |
5,315
+1
| +0% | +$118 | 0.48% | 31 |
|
|
2023
Q2 | $570K | Buy |
5,314
+709
| +15% | +$76.1K | 0.41% | 34 |
|
|
2023
Q1 | $505K | Buy |
4,605
+5
| +0.1% | +$548 | 0.38% | 40 |
|
|
2022
Q4 | $507K | Buy |
4,600
+5
| +0.1% | +$551 | 0.39% | 42 |
|
|
2022
Q3 | $401K | Buy |
4,595
+5
| +0.1% | +$436 | 0.32% | 42 |
|
|
2022
Q2 | $393K | Buy |
4,590
+4
| +0.1% | +$342 | 0.3% | 41 |
|
|
2022
Q1 | $379K | Buy |
4,586
+6
| +0.1% | +$496 | 0.27% | 47 |
|
|
2021
Q4 | $280K | Sell |
4,580
-399
| -8% | -$24.4K | 0.19% | 61 |
|
|
2021
Q3 | $293K | Buy |
4,979
+15
| +0.3% | +$883 | 0.21% | 53 |
|
|
2021
Q2 | $313K | Sell |
4,964
-1,314
| -21% | -$82.9K | 0.23% | 53 |
|
|
2021
Q1 | $351K | Buy |
6,278
+17
| +0.3% | +$950 | 0.28% | 45 |
|
|
2020
Q4 | $258K | Sell |
6,261
-519
| -8% | -$21.4K | 0.21% | 54 |
|
|
2020
Q3 | $233K | Sell |
6,780
-595
| -8% | -$20.4K | 0.21% | 51 |
|
|
2020
Q2 | $330K | Sell |
7,375
-6,589
| -47% | -$295K | 0.31% | 43 |
|
|
2020
Q1 | $530K | Buy |
13,964
+6,588
| +89% | +$250K | 0.74% | 34 |
|
|
2019
Q4 | $515K | Sell |
7,376
-704
| -9% | -$49.2K | 0.48% | 33 |
|
|
2019
Q3 | $571K | Sell |
8,080
-807
| -9% | -$57K | 0.55% | 32 |
|
|
2019
Q2 | $681K | Sell |
8,887
-3,272
| -27% | -$251K | 0.69% | 31 |
|
|
2019
Q1 | $982K | Sell |
12,159
-181
| -1% | -$14.6K | 1.17% | 24 |
|
|
2018
Q4 | $841K | Sell |
12,340
-144
| -1% | -$9.81K | 1.04% | 25 |
|
|
2018
Q3 | $1.06M | Sell |
12,484
-2,737
| -18% | -$233K | 0.99% | 26 |
|
|
2018
Q2 | $1.26M | Sell |
15,221
-72
| -0.5% | -$5.96K | 1.22% | 20 |
|
|
2018
Q1 | $1.14M | Buy |
+15,293
| New | +$1.14M | 1.12% | 21 |
|