Smallwood Wealth Investment Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.51M | Sell |
12,676
-573
| -4% | -$68.1K | 0.95% | 20 |
|
|
2024
Q4 | $1.43M | Sell |
13,249
-52
| -0.4% | -$5.59K | 0.97% | 21 |
|
|
2024
Q3 | $1.56M | Buy |
13,301
+40
| +0.3% | +$4.69K | 1.11% | 17 |
|
|
2024
Q2 | $1.53M | Sell |
13,261
-781
| -6% | -$89.9K | 1.18% | 17 |
|
|
2024
Q1 | $1.63M | Buy |
14,042
+188
| +1% | +$21.9K | 1.27% | 16 |
|
|
2023
Q4 | $1.39M | Buy |
13,854
+136
| +1% | +$13.6K | 1.15% | 19 |
|
|
2023
Q3 | $1.61M | Buy |
13,718
+4
| +0% | +$470 | 1.47% | 16 |
|
|
2023
Q2 | $1.47M | Buy |
13,714
+87
| +0.6% | +$9.33K | 1.31% | 17 |
|
|
2023
Q1 | $1.49M | Sell |
13,627
-3,995
| -23% | -$438K | 1.42% | 17 |
|
|
2022
Q4 | $1.94M | Sell |
17,622
-427
| -2% | -$47.1K | 1.65% | 15 |
|
|
2022
Q3 | $1.58M | Buy |
18,049
+55
| +0.3% | +$4.8K | 1.42% | 13 |
|
|
2022
Q2 | $1.54M | Sell |
17,994
-181
| -1% | -$15.5K | 1.56% | 15 |
|
|
2022
Q1 | $1.5M | Buy |
18,175
+625
| +4% | +$51.6K | 1.42% | 14 |
|
|
2021
Q4 | $1.07M | Buy |
+17,550
| New | +$1.07M | 1% | 19 |
|