RZH
Relyea Zuckerberg Hanson’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
34,536
-469
| -1% | -$50.6K | 0.44% | 43 |
|
|
2025
Q1 | $4.16M | Buy |
35,005
+656
| +2% | +$78K | 0.56% | 38 |
|
|
2024
Q4 | $3.69M | Buy |
34,349
+10,138
| +42% | +$1.09M | 0.5% | 39 |
|
|
2024
Q3 | $2.84M | Buy |
24,211
+332
| +1% | +$38.9K | 0.43% | 39 |
|
|
2024
Q2 | $2.75M | Buy |
23,879
+1,419
| +6% | +$163K | 0.46% | 34 |
|
|
2024
Q1 | $2.61M | Sell |
22,460
-475
| -2% | -$55.2K | 0.46% | 38 |
|
|
2023
Q4 | $2.29M | Buy |
22,935
+5,361
| +31% | +$536K | 0.45% | 38 |
|
|
2023
Q3 | $2.07M | Sell |
17,574
-155
| -0.9% | -$18.2K | 0.47% | 39 |
|
|
2023
Q2 | $1.9M | Buy |
17,729
+6,753
| +62% | +$724K | 0.43% | 40 |
|
|
2023
Q1 | $1.2M | Buy |
10,976
+659
| +6% | +$72.3K | 0.29% | 54 |
|
|
2022
Q4 | $1.14M | Buy |
10,317
+2,768
| +37% | +$305K | 0.33% | 49 |
|
|
2022
Q3 | $659K | Buy |
7,549
+305
| +4% | +$26.6K | 0.24% | 68 |
|
|
2022
Q2 | $620K | Buy |
7,244
+566
| +8% | +$48.4K | 0.23% | 65 |
|
|
2022
Q1 | $580K | Sell |
6,678
-91
| -1% | -$7.9K | 0.19% | 85 |
|
|
2021
Q4 | $489K | Buy |
6,769
+1,361
| +25% | +$98.3K | 0.18% | 94 |
|
|
2021
Q3 | $318K | Buy |
5,408
+503
| +10% | +$29.6K | 0.12% | 114 |
|
|
2021
Q2 | $309K | Buy |
4,905
+248
| +5% | +$15.6K | 0.13% | 100 |
|
|
2021
Q1 | $263K | Buy |
+4,657
| New | +$263K | 0.12% | 108 |
|
|
2020
Q3 | – | Sell |
-5,298
| Closed | -$237K | – | 120 |
|
|
2020
Q2 | $237K | Sell |
5,298
-4,731
| -47% | -$212K | 0.19% | 104 |
|
|
2020
Q1 | $381K | Sell |
10,029
-347
| -3% | -$13.2K | 0.42% | 57 |
|
|
2019
Q4 | $724K | Buy |
+10,376
| New | +$724K | 0.7% | 37 |
|