Redmont Wealth Advisors’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 | $23.5K | Buy |
+198
| New | +$23.5K | 0.05% | 92 |
|
|
2024
Q4 | – | Sell |
-459
| Closed | -$53.8K | – | 319 |
|
|
2024
Q3 | $53.8K | Hold |
459
| – | – | 0.08% | 87 |
|
|
2024
Q2 | $52.8K | Sell |
459
-300
| -40% | -$34.5K | 0.08% | 86 |
|
|
2024
Q1 | $88.2K | Buy |
+759
| New | +$88.2K | 0.12% | 73 |
|
|
2023
Q1 | – | Sell |
-4,498
| Closed | -$496K | – | 113 |
|
|
2022
Q4 | $496K | Buy |
4,498
+318
| +8% | +$35.1K | 0.58% | 47 |
|
|
2022
Q3 | $365K | Buy |
4,180
+100
| +2% | +$8.73K | 0.47% | 53 |
|
|
2022
Q2 | $349K | Hold |
4,080
| – | – | 0.42% | 55 |
|
|
2022
Q1 | $337K | Buy |
4,080
+32
| +0.8% | +$2.64K | 0.36% | 67 |
|
|
2021
Q4 | $248K | Buy |
+4,048
| New | +$248K | 0.27% | 80 |
|