Tacita Capital’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 | $54.8K | Buy |
508
+100
| +25% | +$10.8K | 0.04% | 128 |
|
|
2025
Q1 | $48.5K | Hold |
408
| – | – | 0.04% | 132 |
|
|
2024
Q4 | $43.9K | Sell |
408
-300
| -42% | -$32.3K | 0.03% | 133 |
|
|
2024
Q3 | $83K | Hold |
708
| – | – | 0.05% | 115 |
|
|
2024
Q2 | $81.5K | Sell |
708
-32
| -4% | -$3.68K | 0.06% | 113 |
|
|
2024
Q1 | $86K | Hold |
740
| – | – | 0.06% | 114 |
|
|
2023
Q4 | $74K | Sell |
740
-488
| -40% | -$48.8K | 0.05% | 113 |
|
|
2023
Q3 | $144K | Buy |
1,228
+210
| +21% | +$24.7K | 0.11% | 91 |
|
|
2023
Q2 | $109K | Hold |
1,018
| – | – | 0.08% | 96 |
|
|
2023
Q1 | $112K | Hold |
1,018
| – | – | 0.08% | 89 |
|
|
2022
Q4 | $112K | Hold |
1,018
| – | – | 0.08% | 90 |
|
|
2022
Q3 | $89K | Hold |
1,018
| – | – | 0.07% | 92 |
|
|
2022
Q2 | $87K | Sell |
1,018
-380
| -27% | -$32.5K | 0.06% | 105 |
|
|
2022
Q1 | $115K | Buy |
1,398
+240
| +21% | +$19.7K | 0.07% | 99 |
|
|
2021
Q4 | $71K | Hold |
1,158
| – | – | 0.04% | 117 |
|
|
2021
Q3 | $68K | Buy |
1,158
+1,095
| +1,738% | +$64.3K | 0.04% | 114 |
|
|
2021
Q2 | $4K | Hold |
63
| – | – | ﹤0.01% | 181 |
|
|
2021
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 188 |
|
|
2020
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 189 |
|