Sharp Financial Services’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 | $1.52M | Sell |
14,130
-974
| -6% | -$105K | 0.98% | 12 |
|
2025
Q1 | $1.8M | Sell |
15,104
-2,646
| -15% | -$315K | 1.38% | 8 |
|
2024
Q4 | $1.91M | Sell |
17,750
-306
| -2% | -$32.9K | 1.45% | 15 |
|
2024
Q3 | $2.12M | Sell |
18,056
-910
| -5% | -$107K | 1.63% | 15 |
|
2024
Q2 | $2.18M | Buy |
18,966
+5,886
| +45% | +$678K | 1.87% | 15 |
|
2024
Q1 | $1.52M | Sell |
13,080
-971
| -7% | -$113K | 1.41% | 15 |
|
2023
Q4 | $1.4M | Buy |
+14,051
| New | +$1.4M | 1.52% | 16 |
|