Ruggaard & Associates’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
5,584
+10
| +0.2% | +$1.08K | 0.24% | 55 |
|
|
2025
Q1 | $663K | Buy |
5,574
+19
| +0.3% | +$2.26K | 0.29% | 45 |
|
|
2024
Q4 | $598K | Hold |
5,555
| – | – | 0.26% | 49 |
|
|
2024
Q3 | $651K | Hold |
5,555
| – | – | 0.28% | 49 |
|
|
2024
Q2 | $640K | Buy |
5,555
+1,072
| +24% | +$123K | 0.3% | 47 |
|
|
2024
Q1 | $521K | Hold |
4,483
| – | – | 0.25% | 55 |
|
|
2023
Q4 | $448K | Buy |
4,483
+100
| +2% | +$10K | 0.24% | 61 |
|
|
2023
Q3 | $515K | Sell |
4,383
-1,245
| -22% | -$146K | 0.31% | 51 |
|
|
2023
Q2 | $604K | Hold |
5,628
| – | – | 0.35% | 39 |
|
|
2023
Q1 | $617K | Buy |
+5,628
| New | +$617K | 0.38% | 32 |
|