Smith & Howard Wealth 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
Q2 | $1M | Hold |
9,305
| – | – | 0.25% | 35 |
|
|
2025
Q1 | $1.11M | Hold |
9,305
| – | – | 0.3% | 31 |
|
|
2024
Q4 | $1M | Sell |
9,305
-21,804
| -70% | -$2.35M | 0.28% | 34 |
|
|
2024
Q3 | $3.65M | Buy |
31,109
+28,089
| +930% | +$3.29M | 1.02% | 23 |
|
|
2024
Q2 | $348K | Buy |
3,020
+683
| +29% | +$78.6K | 0.1% | 59 |
|
|
2024
Q1 | $272K | Hold |
2,337
| – | – | 0.08% | 63 |
|
|
2023
Q4 | $234K | Buy |
+2,337
| New | +$234K | 0.08% | 62 |
|
|
2018
Q2 | – | Sell |
-4,897
| Closed | -$365K | – | 51 |
|
|
2018
Q1 | $365K | Hold |
4,897
| – | – | 0.16% | 34 |
|
|
2017
Q4 | $410K | Sell |
4,897
-809
| -14% | -$67.7K | 0.19% | 30 |
|
|
2017
Q3 | $468K | Buy |
5,706
+800
| +16% | +$65.6K | 0.22% | 31 |
|
|
2017
Q2 | $396K | Sell |
4,906
-116
| -2% | -$9.36K | 0.19% | 34 |
|
|
2017
Q1 | $412K | Sell |
5,022
-1,380
| -22% | -$113K | 0.2% | 31 |
|
|
2016
Q4 | $578K | Sell |
6,402
-960
| -13% | -$86.7K | 0.3% | 25 |
|
|
2016
Q3 | $643K | Sell |
7,362
-1,100
| -13% | -$96.1K | 0.34% | 25 |
|
|
2016
Q2 | $793K | Sell |
8,462
-56
| -0.7% | -$5.25K | 0.38% | 23 |
|
|
2016
Q1 | $712K | Buy |
8,518
+151
| +2% | +$12.6K | 0.29% | 27 |
|
|
2015
Q4 | $652K | Sell |
8,367
-110
| -1% | -$8.57K | 0.32% | 30 |
|
|
2015
Q3 | $630K | Buy |
8,477
+15
| +0.2% | +$1.12K | 0.3% | 20 |
|
|
2015
Q2 | $704K | Buy |
8,462
+1
| +0% | +$83 | 0.31% | 21 |
|
|
2015
Q1 | $719K | Sell |
8,461
-374
| -4% | -$31.8K | 0.31% | 20 |
|
|
2014
Q4 | $817K | Buy |
8,835
+419
| +5% | +$38.7K | 0.39% | 20 |
|
|
2014
Q3 | $792K | Buy |
8,416
+1
| +0% | +$94 | 0.41% | 17 |
|
|
2014
Q2 | $847K | Sell |
8,415
-60
| -0.7% | -$6.04K | 0.44% | 17 |
|
|
2014
Q1 | $828K | Sell |
8,475
-282
| -3% | -$27.6K | 0.47% | 15 |
|
|
2013
Q4 | $886K | Buy |
8,757
+28
| +0.3% | +$2.83K | 0.49% | 14 |
|
|
2013
Q3 | $751K | Buy |
8,729
+28
| +0.3% | +$2.41K | 0.45% | 13 |
|
|
2013
Q2 | $786K | Buy |
+8,701
| New | +$786K | 0.5% | 13 |
|