Planning Directions’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
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|
2025
Q1 | $534K | Buy |
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|
2024
Q4 | $469K | Sell |
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|
2024
Q3 | $573K | Sell |
|
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|
2024
Q2 | $631K | Sell |
|
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|
2024
Q1 | $646K | Sell |
|
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|
2023
Q4 | $566K | Buy |
|
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|
2023
Q3 | $625K | Buy |
|
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $505K | Buy |
|
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|
2022
Q4 | $507K | Buy |
|
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $379K | Buy |
|
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|
2021
Q4 | $280K | Sell |
|
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $313K | Sell |
|
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $233K | Sell |
|
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|
2020
Q2 | $330K | Sell |
|
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $515K | Sell |
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|
2019
Q3 | $571K | Sell |
|
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|
2019
Q2 | $681K | Sell |
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|
2019
Q1 | $982K | Sell |
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|
2018
Q4 | $841K | Sell |
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|
2018
Q3 | $1.06M | Sell |
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|
2018
Q2 | $1.26M | Sell |
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|
2018
Q1 | $1.14M | Buy |
|