TIA
Traphagen Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
14,444
+798
| +6% | +$86K | 0.15% | 53 |
|
|
2025
Q1 | $1.62M | Buy |
13,646
+2,043
| +18% | +$243K | 0.17% | 54 |
|
|
2024
Q4 | $1.25M | Sell |
11,603
-580
| -5% | -$62.4K | 0.13% | 59 |
|
|
2024
Q3 | $1.43M | Sell |
12,183
-435
| -3% | -$51K | 0.14% | 51 |
|
|
2024
Q2 | $1.45M | Buy |
12,618
+1,048
| +9% | +$121K | 0.16% | 53 |
|
|
2024
Q1 | $1.34M | Buy |
11,570
+1,080
| +10% | +$126K | 0.14% | 57 |
|
|
2023
Q4 | $1.05M | Buy |
10,490
+188
| +2% | +$18.8K | 0.12% | 56 |
|
|
2023
Q3 | $1.21M | Sell |
10,302
-567
| -5% | -$66.7K | 0.15% | 49 |
|
|
2023
Q2 | $1.17M | Buy |
10,869
+2,737
| +34% | +$294K | 0.15% | 52 |
|
|
2023
Q1 | $892K | Sell |
8,132
-379
| -4% | -$41.6K | 0.13% | 57 |
|
|
2022
Q4 | $939K | Sell |
8,511
-2,679
| -24% | -$295K | 0.15% | 51 |
|
|
2022
Q3 | $977K | Buy |
11,190
+6,944
| +164% | +$606K | 0.18% | 42 |
|
|
2022
Q2 | $212K | Buy |
4,246
+146
| +4% | +$7.29K | 0.04% | 131 |
|
|
2022
Q1 | $244K | Hold |
4,100
| – | – | 0.04% | 122 |
|
|
2021
Q4 | $263K | Hold |
4,100
| – | – | 0.04% | 120 |
|
|
2021
Q3 | $212K | Hold |
4,100
| – | – | 0.04% | 126 |
|
|
2021
Q2 | $213K | Hold |
4,100
| – | – | 0.04% | 131 |
|
|
2021
Q1 | $206K | Hold |
4,100
| – | – | 0.04% | 134 |
|
|
2020
Q4 | $200K | Sell |
4,100
-8,895
| -68% | -$434K | 0.04% | 131 |
|
|
2020
Q3 | $103K | Buy |
12,995
+3,558
| +38% | +$28.1K | 0.02% | 121 |
|
|
2020
Q2 | $422K | Sell |
9,437
-4,146
| -31% | -$185K | 0.1% | 78 |
|
|
2020
Q1 | $516K | Buy |
13,583
+2,101
| +18% | +$79.8K | 0.14% | 62 |
|
|
2019
Q4 | $801K | Sell |
11,482
-406
| -3% | -$28.3K | 0.19% | 45 |
|
|
2019
Q3 | $839K | Buy |
11,888
+1,343
| +13% | +$94.8K | 0.22% | 40 |
|
|
2019
Q2 | $808K | Buy |
10,545
+52
| +0.5% | +$3.99K | 0.22% | 42 |
|
|
2019
Q1 | $848K | Buy |
+10,493
| New | +$848K | 0.24% | 39 |
|