Visionary Wealth 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 | $12.1M | Buy |
111,825
+24,048
| +27% | +$2.59M | 0.62% | 38 |
|
|
2025
Q1 | $10.4M | Buy |
87,777
+4,212
| +5% | +$501K | 0.63% | 42 |
|
|
2024
Q4 | $8.99M | Sell |
83,565
-493
| -0.6% | -$53K | 0.53% | 50 |
|
|
2024
Q3 | $9.85M | Sell |
84,058
-198
| -0.2% | -$23.2K | 0.6% | 45 |
|
|
2024
Q2 | $9.7M | Buy |
84,256
+1,170
| +1% | +$135K | 0.63% | 39 |
|
|
2024
Q1 | $9.66M | Sell |
83,086
-3,701
| -4% | -$430K | 0.65% | 39 |
|
|
2023
Q4 | $8.68M | Sell |
86,787
-4,218
| -5% | -$422K | 0.64% | 36 |
|
|
2023
Q3 | $10.7M | Sell |
91,005
-15,157
| -14% | -$1.78M | 0.87% | 23 |
|
|
2023
Q2 | $11.4M | Buy |
106,162
+2,353
| +2% | +$252K | 0.91% | 21 |
|
|
2023
Q1 | $11.4M | Buy |
103,809
+5,725
| +6% | +$628K | 0.96% | 20 |
|
|
2022
Q4 | $10.8M | Buy |
98,084
+7,979
| +9% | +$880K | 1% | 22 |
|
|
2022
Q3 | $7.87M | Buy |
90,105
+1,258
| +1% | +$110K | 0.82% | 31 |
|
|
2022
Q2 | $7.61M | Buy |
88,847
+4,060
| +5% | +$348K | 0.68% | 37 |
|
|
2022
Q1 | $7M | Buy |
84,787
+2,972
| +4% | +$245K | 0.56% | 41 |
|
|
2021
Q4 | $5.01M | Buy |
81,815
+1,113
| +1% | +$68.1K | 0.41% | 60 |
|
|
2021
Q3 | $4.75M | Buy |
80,702
+2,649
| +3% | +$156K | 0.49% | 51 |
|
|
2021
Q2 | $4.92M | Buy |
78,053
+1,216
| +2% | +$76.7K | 0.49% | 50 |
|
|
2021
Q1 | $4.29M | Sell |
76,837
-10,197
| -12% | -$569K | 0.45% | 59 |
|
|
2020
Q4 | $3.59M | Buy |
87,034
+8,446
| +11% | +$348K | 0.4% | 63 |
|
|
2020
Q3 | $2.7M | Buy |
78,588
+13,773
| +21% | +$473K | 0.38% | 72 |
|
|
2020
Q2 | $2.9M | Buy |
64,815
+11,914
| +23% | +$533K | 0.44% | 62 |
|
|
2020
Q1 | $2.01M | Sell |
52,901
-3,498
| -6% | -$133K | 0.38% | 76 |
|
|
2019
Q4 | $3.94M | Buy |
+56,399
| New | +$3.94M | 0.7% | 44 |
|