Spartan Planning & 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 | $431K | Buy |
3,997
+681
| +21% | +$73.4K | 0.37% | 45 |
|
|
2025
Q1 | $394K | Buy |
+3,316
| New | +$394K | 0.38% | 47 |
|
|
2023
Q4 | – | Sell |
-1,182
| Closed | -$139K | – | 200 |
|
|
2023
Q3 | $139K | Buy |
+1,182
| New | +$139K | 0.16% | 70 |
|
|
2022
Q4 | $314K | Buy |
2,845
+909
| +47% | +$100K | 0.39% | 44 |
|
|
2022
Q3 | $169K | Sell |
1,936
-1,413
| -42% | -$123K | 0.22% | 30 |
|
|
2022
Q2 | $287K | Buy |
3,349
+1,716
| +105% | +$147K | 0.38% | 24 |
|
|
2022
Q1 | $135K | Buy |
+1,633
| New | +$135K | 0.17% | 62 |
|