Strait & Sound 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 | $263K | Sell |
2,444
-112
| -4% | -$12.1K | 0.11% | 125 |
|
|
2025
Q1 | $304K | Sell |
2,556
-47
| -2% | -$5.59K | 0.14% | 118 |
|
|
2024
Q4 | $280K | Buy |
2,603
+100
| +4% | +$10.8K | 0.13% | 115 |
|
|
2024
Q3 | $293K | Sell |
2,503
-59
| -2% | -$6.92K | 0.14% | 111 |
|
|
2024
Q2 | $295K | Buy |
2,562
+108
| +4% | +$12.4K | 0.15% | 108 |
|
|
2024
Q1 | $299K | Sell |
2,454
-183
| -7% | -$22.3K | 0.17% | 98 |
|
|
2023
Q4 | $256K | Sell |
2,637
-150
| -5% | -$14.5K | 0.16% | 108 |
|
|
2023
Q3 | $328K | Buy |
2,787
+287
| +11% | +$33.7K | 0.28% | 81 |
|
|
2023
Q2 | $268K | Buy |
2,500
+200
| +9% | +$21.5K | 0.27% | 83 |
|
|
2023
Q1 | $252K | Sell |
2,300
-200
| -8% | -$21.9K | 0.25% | 95 |
|
|
2022
Q4 | $282K | Buy |
+2,500
| New | +$282K | 0.31% | 78 |
|