Quantum Private Wealth’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,837
| Closed | -$305K | – | 184 |
|
|
2024
Q4 | $305K | Hold |
2,837
| – | – | 0.1% | 143 |
|
|
2024
Q3 | $333K | Sell |
2,837
-25
| -0.9% | -$2.93K | 0.11% | 147 |
|
|
2024
Q2 | $330K | Buy |
2,862
+438
| +18% | +$50.4K | 0.12% | 147 |
|
|
2024
Q1 | $282K | Hold |
2,424
| – | – | 0.1% | 149 |
|
|
2023
Q4 | $242K | Hold |
2,424
| – | – | 0.1% | 161 |
|
|
2023
Q3 | $285K | Hold |
2,424
| – | – | 0.14% | 142 |
|
|
2023
Q2 | $260K | Hold |
2,424
| – | – | 0.12% | 151 |
|
|
2023
Q1 | $266K | Buy |
2,424
+116
| +5% | +$12.7K | 0.14% | 145 |
|
|
2022
Q4 | $255K | Hold |
2,308
| – | – | 0.16% | 144 |
|
|
2022
Q3 | $201K | Buy |
+2,308
| New | +$201K | 0.13% | 161 |
|