PRW Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $460K | Hold |
4,341
| – | – | 0.18% | 48 |
|
|
2023
Q2 | $440K | Buy |
4,341
+41
| +1% | +$4.16K | 0.15% | 32 |
|
|
2023
Q1 | $509K | Buy |
4,300
+73
| +2% | +$8.64K | 0.2% | 50 |
|
|
2022
Q4 | $466K | Buy |
4,227
+15
| +0.4% | +$1.65K | 0.2% | 33 |
|
|
2022
Q3 | $368K | Hold |
4,212
| – | – | 0.18% | 53 |
|
|
2022
Q2 | $360K | Buy |
4,212
+1,081
| +35% | +$92.4K | 0.21% | 58 |
|
|
2022
Q1 | $259K | Buy |
+3,131
| New | +$259K | 0.11% | 89 |
|
|
2021
Q3 | – | Sell |
-27,655
| Closed | -$1.74M | – | 301 |
|
|
2021
Q2 | $1.74M | Buy |
+27,655
| New | +$1.74M | 0.51% | 57 |
|
|
2020
Q3 | – | Sell |
-6,731
| Closed | -$301K | – | 85 |
|
|
2020
Q2 | $301K | Buy |
+6,731
| New | +$301K | 0.24% | 54 |
|
|
2019
Q2 | – | Sell |
-2,322
| Closed | -$189K | – | 694 |
|
|
2019
Q1 | $189K | Buy |
2,322
+35
| +2% | +$2.85K | 0.18% | 54 |
|
|
2018
Q4 | $157K | Buy |
+2,287
| New | +$157K | 0.2% | 66 |
|