True Wealth Design’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 | $48.7K | Buy |
451
+36
| +9% | +$3.88K | 0.02% | 208 |
|
|
2025
Q1 | $49.4K | Buy |
415
+206
| +99% | +$24.5K | 0.02% | 185 |
|
|
2024
Q4 | $22.5K | Buy |
209
+43
| +26% | +$4.63K | 0.01% | 306 |
|
|
2024
Q3 | $19.5K | Sell |
166
-679
| -80% | -$79.6K | 0.01% | 329 |
|
|
2024
Q2 | $97.3K | Buy |
845
+60
| +8% | +$6.91K | 0.02% | 138 |
|
|
2024
Q1 | $91.3K | Buy |
785
+125
| +19% | +$14.5K | 0.02% | 140 |
|
|
2023
Q4 | $66K | Buy |
660
+2
| +0.3% | +$200 | 0.02% | 143 |
|
|
2023
Q3 | $77.4K | Sell |
658
-108
| -14% | -$12.7K | 0.03% | 137 |
|
|
2023
Q2 | $82.2K | Sell |
766
-1,851
| -71% | -$199K | 0.03% | 134 |
|
|
2023
Q1 | $287K | Buy |
2,617
+1,456
| +125% | +$160K | 0.12% | 112 |
|
|
2022
Q4 | $128K | Buy |
+1,161
| New | +$128K | 0.06% | 116 |
|