Unique Wealth’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 | – | Sell |
-1,840
| Closed | -$219K | – | 178 |
|
|
2025
Q1 | $219K | Buy |
+1,840
| New | +$219K | 0.04% | 148 |
|
|
2024
Q4 | – | Sell |
-2,561
| Closed | -$300K | – | 148 |
|
|
2024
Q3 | $300K | Sell |
2,561
-1
| -0% | -$117 | 0.07% | 97 |
|
|
2024
Q2 | $295K | Buy |
2,562
+111
| +5% | +$12.8K | 0.08% | 78 |
|
|
2024
Q1 | $285K | Sell |
2,451
-230
| -9% | -$26.7K | 0.08% | 79 |
|
|
2023
Q4 | $268K | Buy |
2,681
+185
| +7% | +$18.5K | 0.09% | 70 |
|
|
2023
Q3 | $293K | Sell |
2,496
-143
| -5% | -$16.8K | 0.12% | 68 |
|
|
2023
Q2 | $283K | Buy |
2,639
+53
| +2% | +$5.69K | 0.12% | 63 |
|
|
2023
Q1 | $284K | Sell |
2,586
-46
| -2% | -$5.05K | 0.14% | 46 |
|
|
2022
Q4 | $290K | Buy |
+2,632
| New | +$290K | 0.15% | 46 |
|