Transatlantique Private Wealth’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 | $465K | Hold |
4,312
| – | – | 0.17% | 153 |
|
|
2025
Q1 | $513K | Buy |
4,312
+48
| +1% | +$5.71K | 0.2% | 142 |
|
|
2024
Q4 | $459K | Sell |
4,264
-102
| -2% | -$11K | 0.17% | 153 |
|
|
2024
Q3 | $512K | Sell |
4,366
-147
| -3% | -$17.2K | 0.2% | 152 |
|
|
2024
Q2 | $519K | Buy |
4,513
+484
| +12% | +$55.6K | 0.21% | 129 |
|
|
2024
Q1 | $468K | Hold |
4,029
| – | – | 0.2% | 156 |
|
|
2023
Q4 | $403K | Hold |
4,029
| – | – | 0.19% | 165 |
|
|
2023
Q3 | $474K | Hold |
4,029
| – | – | 0.25% | 132 |
|
|
2023
Q2 | $432K | Hold |
4,029
| – | – | 0.23% | 146 |
|
|
2023
Q1 | $442K | Sell |
4,029
-12
| -0.3% | -$1.32K | 0.24% | 140 |
|
|
2022
Q4 | $444K | Buy |
4,041
+462
| +13% | +$50.7K | 0.27% | 117 |
|
|
2022
Q3 | $312K | Hold |
3,579
| – | – | 0.21% | 148 |
|
|
2022
Q2 | $307K | Buy |
+3,579
| New | +$307K | 0.21% | 163 |
|