Rappaport Reiches Capital Management’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
$391K Buy
3,289
+212
+7% +$25.2K 0.1% 73
2024
Q4
$331K Sell
3,077
-123
-4% -$13.2K 0.09% 75
2024
Q3
$375K Sell
3,200
-325
-9% -$38.1K 0.1% 72
2024
Q2
$406K Buy
3,525
+1,190
+51% +$137K 0.12% 66
2024
Q1
$271K Buy
2,335
+166
+8% +$19.3K 0.09% 84
2023
Q4
$217K Buy
2,169
+55
+3% +$5.5K 0.08% 76
2023
Q3
$249K Sell
2,114
-119
-5% -$14K 0.1% 63
2023
Q2
$239K Sell
2,233
-408
-15% -$43.8K 0.1% 68
2023
Q1
$290K Sell
2,641
-33
-1% -$3.62K 0.13% 62
2022
Q4
$295K Sell
2,674
-489
-15% -$53.9K 0.15% 60
2022
Q3
$276K Buy
3,163
+477
+18% +$41.7K 0.14% 59
2022
Q2
$231K Buy
2,686
+46
+2% +$3.95K 0.12% 67
2022
Q1
$218K Buy
+2,640
New +$218K 0.12% 79