Ulland Investment 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 | $612K | Sell |
5,675
-539
| -9% | -$58.1K | 0.47% | 37 |
|
|
2025
Q1 | $739K | Sell |
6,214
-800
| -11% | -$95.1K | 0.62% | 33 |
|
|
2024
Q4 | $754K | Sell |
7,014
-22
| -0.3% | -$2.37K | 0.48% | 34 |
|
|
2024
Q3 | $825K | Sell |
7,036
-538
| -7% | -$63.1K | 0.6% | 34 |
|
|
2024
Q2 | $872K | Buy |
7,574
+7,102
| +1,505% | +$818K | 0.61% | 30 |
|
|
2024
Q1 | $55K | Buy |
472
+44
| +10% | +$5.13K | 0.04% | 108 |
|
|
2023
Q4 | $43K | Hold |
428
| – | – | 0.04% | 109 |
|
|
2023
Q3 | $50K | Hold |
428
| – | – | 0.05% | 105 |
|
|
2023
Q2 | $46K | Hold |
428
| – | – | 0.05% | 104 |
|
|
2023
Q1 | $47K | Hold |
428
| – | – | 0.06% | 95 |
|
|
2022
Q4 | $47K | Buy |
428
+172
| +67% | +$18.9K | 0.06% | 97 |
|
|
2022
Q3 | $22K | Hold |
256
| – | – | 0.02% | 129 |
|
|
2022
Q2 | $22K | Hold |
256
| – | – | 0.02% | 138 |
|
|
2022
Q1 | $21K | Hold |
256
| – | – | 0.02% | 150 |
|
|
2021
Q4 | $16K | Buy |
+256
| New | +$16K | 0.01% | 157 |
|