True Link Financial Advisors’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 | $249K | Sell |
2,309
-137
| -6% | -$14.8K | 0.02% | 78 |
|
|
2025
Q1 | $291K | Sell |
2,446
-9,635
| -80% | -$1.15M | 0.02% | 74 |
|
|
2024
Q4 | $1.3M | Buy |
12,081
+777
| +7% | +$83.6K | 0.11% | 23 |
|
|
2024
Q3 | $1.33M | Sell |
11,304
-162
| -1% | -$19K | 0.11% | 21 |
|
|
2024
Q2 | $1.32M | Sell |
11,466
-107
| -0.9% | -$12.3K | 0.12% | 22 |
|
|
2024
Q1 | $1.35M | Buy |
11,573
+144
| +1% | +$16.7K | 0.13% | 22 |
|
|
2023
Q4 | $1.14M | Buy |
11,429
+684
| +6% | +$68.4K | 0.12% | 23 |
|
|
2023
Q3 | $1.26M | Buy |
10,745
+305
| +3% | +$35.9K | 0.15% | 41 |
|
|
2023
Q2 | $1.12M | Hold |
10,440
| – | – | 0.14% | 45 |
|
|
2023
Q1 | $1.14M | Sell |
10,440
-330
| -3% | -$36.2K | 0.14% | 50 |
|
|
2022
Q4 | $1.19M | Hold |
10,770
| – | – | 0.16% | 46 |
|
|
2022
Q3 | $940K | Hold |
10,770
| – | – | 0.14% | 58 |
|
|
2022
Q2 | $922K | Sell |
10,770
-416
| -4% | -$35.6K | 0.14% | 60 |
|
|
2022
Q1 | $924K | Sell |
11,186
-590
| -5% | -$48.7K | 0.13% | 65 |
|
|
2021
Q4 | $721K | Buy |
11,776
+10,750
| +1,048% | +$658K | 0.1% | 87 |
|
|
2021
Q3 | $60K | Buy |
1,026
+590
| +135% | +$34.5K | 0.01% | 441 |
|
|
2021
Q2 | $28K | Sell |
436
-4,000
| -90% | -$257K | ﹤0.01% | 468 |
|
|
2021
Q1 | $248K | Hold |
4,436
| – | – | 0.04% | 198 |
|
|
2020
Q4 | $183K | Buy |
+4,436
| New | +$183K | 0.03% | 277 |
|