TrinityPoint Wealth’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$4.64M	Sell	43,165 -327	-0.8%	-$35.2K	0.65%	33
2024 Q3	$5.1M	Buy	43,492 +285	+0.7%	+$33.4K	0.73%	29
2024 Q2	$4.97M	Buy	43,207 +2,835	+7%	+$326K	0.78%	26
2024 Q1	$4.69M	Buy	40,372 +4,485	+12%	+$521K	0.78%	25
2023 Q4	$3.59M	Sell	35,887 -29	-0.1%	-$2.9K	0.65%	31
2023 Q3	$4.22M	Buy	35,916 +224	+0.6%	+$26.3K	0.84%	22
2023 Q2	$3.83M	Buy	35,692 +260	+0.7%	+$27.9K	0.75%	28
2023 Q1	$3.89M	Sell	35,432 -392	-1%	-$43K	0.83%	28
2022 Q4	$3.95M	Buy	35,824 +5,216	+17%	+$575K	0.9%	25
2022 Q3	$2.67M	Sell	30,608 -6,778	-18%	-$592K	0.61%	39
2022 Q2	$3.2M	Buy	37,386 +203	+0.5%	+$17.4K	0.71%	34
2022 Q1	$3.07M	Sell	37,183 -145	-0.4%	-$12K	0.56%	50
2021 Q4	$2.28M	Sell	37,328 -2,993	-7%	-$183K	0.41%	61
2021 Q3	$2.37M	Buy	40,321 +24,719	+158%	+$1.45M	0.45%	57
2021 Q2	$984K	Buy	15,602 +3,419	+28%	+$216K	0.2%	112
2021 Q1	$680K	Buy	12,183 +3,997	+49%	+$223K	0.16%	130
2020 Q4	$375K	Sell	8,186 -2,573	-24%	-$118K	0.09%	173
2020 Q3	$369K	Sell	10,759 -491	-4%	-$16.8K	0.1%	165
2020 Q2	$503K	Sell	11,250 -2,822	-20%	-$126K	0.16%	126
2020 Q1	$534K	Buy	14,072 +252	+2%	+$9.56K	0.21%	116
2019 Q4	$964K	Sell	13,820 -14,763	-52%	-$1.03M	0.33%	75
2019 Q3	$2.05M	Buy	28,583 +11,362	+66%	+$814K	0.71%	35
2019 Q2	$1.3M	Sell	17,221 -86	-0.5%	-$6.48K	0.62%	44
2019 Q1	$1.4M	Sell	17,307 -84	-0.5%	-$6.79K	0.69%	40
2018 Q4	$1.19M	Buy	+17,391	New	+$1.19M	0.73%	41