TFA
Tranquilli Financial Advisor’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Buy |
5,235
+580
| +12% | +$62.5K | 0.35% | 68 |
|
|
2025
Q1 | $554K | Sell |
4,655
-2,214
| -32% | -$263K | 0.35% | 62 |
|
|
2024
Q4 | $739K | Sell |
6,869
-9
| -0.1% | -$968 | 0.47% | 52 |
|
|
2024
Q3 | $806K | Buy |
6,878
+40
| +0.6% | +$4.69K | 0.51% | 51 |
|
|
2024
Q2 | $786K | Buy |
6,838
+99
| +1% | +$11.4K | 0.53% | 48 |
|
|
2024
Q1 | $783K | Buy |
6,739
+919
| +16% | +$107K | 0.52% | 50 |
|
|
2023
Q4 | $582K | Buy |
5,820
+1,261
| +28% | +$126K | 0.41% | 51 |
|
|
2023
Q3 | $536K | Buy |
4,559
+193
| +4% | +$22.7K | 0.39% | 49 |
|
|
2023
Q2 | $468K | Sell |
4,366
-18
| -0.4% | -$1.93K | 0.33% | 56 |
|
|
2023
Q1 | $481K | Buy |
4,384
+195
| +5% | +$21.4K | 0.36% | 49 |
|
|
2022
Q4 | $462K | Buy |
4,189
+334
| +9% | +$36.8K | 0.35% | 50 |
|
|
2022
Q3 | $337K | Buy |
3,855
+433
| +13% | +$37.9K | 0.27% | 49 |
|
|
2022
Q2 | $293K | Buy |
3,422
+100
| +3% | +$8.56K | 0.22% | 51 |
|
|
2022
Q1 | $274K | Sell |
3,322
-22
| -0.7% | -$1.82K | 0.2% | 70 |
|
|
2021
Q4 | $205K | Buy |
+3,344
| New | +$205K | 0.14% | 81 |
|
|
2021
Q3 | – | Sell |
-4,273
| Closed | -$270K | – | 80 |
|
|
2021
Q2 | $270K | Sell |
4,273
-12
| -0.3% | -$758 | 0.2% | 68 |
|
|
2021
Q1 | $239K | Buy |
+4,285
| New | +$239K | 0.19% | 68 |
|