Treasure Coast Financial Planning’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 | $1.04M | Buy |
9,660
+1,810
| +23% | +$195K | 0.61% | 22 |
|
|
2025
Q1 | $934K | Buy |
7,850
+537
| +7% | +$63.9K | 0.58% | 24 |
|
|
2024
Q4 | $787K | Sell |
7,313
-175
| -2% | -$18.8K | 0.52% | 24 |
|
|
2024
Q3 | $878K | Sell |
7,488
-8
| -0.1% | -$938 | 0.54% | 23 |
|
|
2024
Q2 | $863K | Sell |
7,496
-16
| -0.2% | -$1.84K | 0.57% | 23 |
|
|
2024
Q1 | $873K | Buy |
7,512
+48
| +0.6% | +$5.58K | 0.57% | 22 |
|
|
2023
Q4 | $746K | Hold |
7,464
| – | – | 0.52% | 22 |
|
|
2023
Q3 | $878K | Hold |
7,464
| – | – | 0.61% | 23 |
|
|
2023
Q2 | $801K | Buy |
7,464
+175
| +2% | +$18.8K | 0.54% | 24 |
|
|
2023
Q1 | $799K | Hold |
7,289
| – | – | 0.56% | 26 |
|
|
2022
Q4 | $804K | Hold |
7,289
| – | – | 0.6% | 24 |
|
|
2022
Q3 | $636K | Sell |
7,289
-264
| -3% | -$23K | 0.51% | 18 |
|
|
2022
Q2 | $647K | Hold |
7,553
| – | – | 0.5% | 20 |
|
|
2022
Q1 | $624K | Sell |
7,553
-1,056
| -12% | -$87.2K | 0.48% | 23 |
|
|
2021
Q4 | $527K | Buy |
+8,609
| New | +$527K | 0.41% | 23 |
|