SAM
Satovsky Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
5,959
+1,826
| +44% | +$197K | 0.14% | 24 |
|
|
2025
Q1 | $491K | Sell |
4,133
-121
| -3% | -$14.4K | 0.11% | 26 |
|
|
2024
Q4 | $458K | Sell |
4,254
-148
| -3% | -$15.9K | 0.1% | 25 |
|
|
2024
Q3 | $516K | Buy |
4,402
+170
| +4% | +$19.9K | 0.12% | 25 |
|
|
2024
Q2 | $487K | Buy |
+4,232
| New | +$487K | 0.12% | 24 |
|