QFA
Quantum Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
10,220
-444
| -4% | -$47.9K | 0.15% | 67 |
|
|
2025
Q1 | $1.27M | Sell |
10,664
-334
| -3% | -$39.7K | 0.19% | 63 |
|
|
2024
Q4 | $1.18M | Sell |
10,998
-417
| -4% | -$44.9K | 0.18% | 61 |
|
|
2024
Q3 | $1.34M | Buy |
11,415
+1,694
| +17% | +$199K | 0.21% | 58 |
|
|
2024
Q2 | $1.12M | Buy |
9,721
+1,833
| +23% | +$211K | 0.2% | 59 |
|
|
2024
Q1 | $917K | Buy |
7,888
+3,148
| +66% | +$366K | 0.17% | 61 |
|
|
2023
Q4 | $474K | Sell |
4,740
-684
| -13% | -$68.4K | 0.12% | 52 |
|
|
2023
Q3 | $638K | Buy |
5,424
+1,944
| +56% | +$229K | 0.19% | 42 |
|
|
2023
Q2 | $373K | Buy |
3,480
+359
| +12% | +$38.5K | 0.11% | 55 |
|
|
2023
Q1 | $342K | Hold |
3,121
| – | – | 0.11% | 56 |
|
|
2022
Q4 | $344K | Buy |
3,121
+136
| +5% | +$15K | 0.16% | 48 |
|
|
2022
Q3 | $261K | Hold |
2,985
| – | – | 0.12% | 57 |
|
|
2022
Q2 | $273K | Buy |
+2,985
| New | +$273K | 0.1% | 68 |
|