Simplicity Wealth’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 | $7.62M | Buy |
70,676
+33,225
| +89% | +$3.58M | 0.32% | 73 |
|
2025
Q1 | $4.45M | Buy |
37,451
+23,133
| +162% | +$2.75M | 0.35% | 61 |
|
2024
Q4 | $1.54M | Sell |
14,318
-10,665
| -43% | -$1.15M | 0.32% | 55 |
|
2024
Q3 | $2.93M | Sell |
24,983
-108,446
| -81% | -$12.7M | 0.27% | 83 |
|
2024
Q2 | $15.4M | Buy |
133,429
+4,078
| +3% | +$469K | 0.35% | 51 |
|
2024
Q1 | $14M | Buy |
129,351
+127,203
| +5,922% | +$13.8M | 0.33% | 55 |
|
2023
Q4 | $215K | Buy |
+2,148
| New | +$215K | 0.08% | 167 |
|