Sweet Financial Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $667K | Sell |
5,687
-267
| -4% | -$31.3K | 0.14% | 108 |
|
|
2024
Q2 | $685K | Sell |
5,954
-357
| -6% | -$41.1K | 0.16% | 98 |
|
|
2024
Q1 | $734K | Sell |
6,311
-7,830
| -55% | -$910K | 0.17% | 94 |
|
|
2023
Q4 | $1.41M | Sell |
14,141
-1,184
| -8% | -$118K | 0.34% | 64 |
|
|
2023
Q3 | $1.8M | Buy |
15,325
+563
| +4% | +$66.2K | 0.48% | 44 |
|
|
2023
Q2 | $1.58M | Buy |
14,762
+4,988
| +51% | +$535K | 0.41% | 53 |
|
|
2023
Q1 | $1.07M | Buy |
9,774
+2,679
| +38% | +$294K | 0.3% | 64 |
|
|
2022
Q4 | $783K | Sell |
7,095
-1,284
| -15% | -$142K | 0.23% | 62 |
|
|
2022
Q3 | $732K | Buy |
8,379
+6,049
| +260% | +$528K | 0.23% | 61 |
|
|
2022
Q2 | $200K | Sell |
2,330
-99
| -4% | -$8.5K | 0.06% | 162 |
|
|
2022
Q1 | $201K | Buy |
+2,429
| New | +$201K | 0.05% | 169 |
|