Wallace Advisory Group’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 | $453K | Sell |
3,813
-211
| -5% | -$25.1K | 0.33% | 90 |
|
|
2025
Q1 | $433K | Buy |
4,024
+46
| +1% | +$4.95K | 0.3% | 100 |
|
|
2024
Q4 | $466K | Hold |
3,978
| – | – | 0.32% | 88 |
|
|
2024
Q3 | $458K | Hold |
3,978
| – | – | 0.34% | 80 |
|
|
2024
Q2 | $458K | Sell |
3,978
-140
| -3% | -$16.1K | 0.33% | 80 |
|
|
2024
Q1 | $412K | Hold |
4,118
| – | – | 0.31% | 92 |
|
|
2023
Q4 | $484K | Hold |
4,118
| – | – | 0.38% | 65 |
|
|
2023
Q3 | $442K | Buy |
4,118
+183
| +5% | +$19.6K | 0.32% | 83 |
|
|
2023
Q2 | $432K | Hold |
3,935
| – | – | 0.33% | 85 |
|
|
2023
Q1 | $432K | Hold |
3,935
| – | – | 0.33% | 85 |
|
|
2022
Q4 | $434K | Buy |
+3,935
| New | +$434K | 0.34% | 75 |
|