Waterford 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 | $291K | Buy |
17,058
+14,356
| +531% | +$245K | 0.11% | 43 |
|
|
2025
Q1 | $321K | Sell |
2,702
-100
| -4% | -$11.9K | 0.13% | 37 |
|
|
2024
Q4 | $301K | Hold |
2,802
| – | – | 0.15% | 37 |
|
|
2024
Q3 | $329K | Hold |
2,802
| – | – | 0.17% | 41 |
|
|
2024
Q2 | $323K | Hold |
2,802
| – | – | 0.14% | 41 |
|
|
2024
Q1 | $326K | Hold |
2,802
| – | – | 0.14% | 43 |
|
|
2023
Q4 | $280K | Hold |
2,802
| – | – | 0.13% | 43 |
|
|
2023
Q3 | $330K | Sell |
2,802
-200
| -7% | -$23.5K | 0.18% | 34 |
|
|
2023
Q2 | $322K | Sell |
3,002
-239
| -7% | -$25.6K | 0.16% | 39 |
|
|
2023
Q1 | $355K | Sell |
3,241
-211
| -6% | -$23.1K | 0.19% | 36 |
|
|
2022
Q4 | $381K | Buy |
+3,452
| New | +$381K | 0.22% | 36 |
|