SW
SkyOak Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
4,955
+90
| +2% | +$9.7K | 0.11% | 121 |
|
|
2025
Q1 | $579K | Buy |
4,865
+809
| +20% | +$96.2K | 0.13% | 107 |
|
|
2024
Q4 | $436K | Buy |
4,056
+500
| +14% | +$53.8K | 0.09% | 127 |
|
|
2024
Q3 | $417K | Hold |
3,556
| – | – | 0.09% | 129 |
|
|
2024
Q2 | $409K | Buy |
3,556
+39
| +1% | +$4.49K | 0.1% | 135 |
|
|
2024
Q1 | $409K | Buy |
3,517
+550
| +19% | +$63.9K | 0.1% | 144 |
|
|
2023
Q4 | $297K | Sell |
2,967
-17
| -0.6% | -$1.7K | 0.08% | 184 |
|
|
2023
Q3 | $351K | Buy |
2,984
+364
| +14% | +$42.8K | 0.1% | 137 |
|
|
2023
Q2 | $281K | Hold |
2,620
| – | – | 0.08% | 177 |
|
|
2023
Q1 | $287K | Hold |
2,620
| – | – | 0.09% | 165 |
|
|
2022
Q4 | $289K | Sell |
2,620
-500
| -16% | -$55.2K | 0.1% | 162 |
|
|
2022
Q3 | $272K | Sell |
3,120
-30
| -1% | -$2.62K | 0.1% | 167 |
|
|
2022
Q2 | $270K | Sell |
3,150
-154
| -5% | -$13.2K | 0.09% | 166 |
|
|
2022
Q1 | $273K | Sell |
3,304
-245
| -7% | -$20.2K | 0.08% | 185 |
|
|
2021
Q4 | $217K | Sell |
3,549
-20
| -0.6% | -$1.22K | 0.06% | 218 |
|
|
2021
Q3 | $210K | Hold |
3,569
| – | – | 0.06% | 214 |
|
|
2021
Q2 | $225K | Hold |
3,569
| – | – | 0.06% | 206 |
|
|
2021
Q1 | $207K | Buy |
+3,569
| New | +$207K | 0.06% | 215 |
|
|
2020
Q3 | – | Sell |
-4,894
| Closed | -$219K | – | 250 |
|
|
2020
Q2 | $219K | Buy |
+4,894
| New | +$219K | 0.08% | 209 |
|
|
2020
Q1 | – | Sell |
-4,048
| Closed | -$282K | – | 322 |
|
|
2019
Q4 | $282K | Buy |
+4,048
| New | +$282K | 0.09% | 241 |
|