Sugarloaf Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $886K | Buy |
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2024
Q3 | $895K | Buy |
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2024
Q2 | $842K | Buy |
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2024
Q1 | $449K | Buy |
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2023
Q4 | $285K | Sell |
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2023
Q3 | $740K | Sell |
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2023
Q2 | $717K | Buy |
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2023
Q1 | $705K | Buy |
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2022
Q4 | $664K | Sell |
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2022
Q3 | $1.15M | Buy |
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2022
Q2 | $660K | Buy |
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2022
Q1 | $517K | Sell |
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2021
Q4 | $392K | Sell |
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2021
Q3 | $386K | Sell |
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2021
Q2 | $502K | Buy |
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2021
Q1 | $443 | Sell |
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2020
Q4 | $331K | Sell |
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2020
Q3 | $370K | Sell |
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2020
Q2 | $551K | Buy |
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2020
Q1 | $444K | Buy |
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2019
Q4 | $716K | Buy |
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