Waterfront 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 | $1.01M | Sell |
9,346
-256
| -3% | -$27.6K | 0.23% | 135 |
|
|
2025
Q1 | $1.14M | Sell |
9,602
-4
| -0% | -$476 | 0.28% | 111 |
|
|
2024
Q4 | $1.03M | Sell |
9,606
-1,788
| -16% | -$192K | 0.25% | 127 |
|
|
2024
Q3 | $1.35M | Buy |
11,394
+526
| +5% | +$62.4K | 0.33% | 84 |
|
|
2024
Q2 | $1.25M | Sell |
10,868
-3,185
| -23% | -$367K | 0.34% | 90 |
|
|
2024
Q1 | $1.65M | Buy |
14,053
+15
| +0.1% | +$1.77K | 0.46% | 63 |
|
|
2023
Q4 | $1.4M | Sell |
14,038
-110
| -0.8% | -$11K | 0.41% | 67 |
|
|
2023
Q3 | $1.54M | Sell |
14,148
-39
| -0.3% | -$4.25K | 0.5% | 53 |
|
|
2023
Q2 | $1.5M | Sell |
14,187
-113
| -0.8% | -$11.9K | 0.45% | 57 |
|
|
2023
Q1 | $1.57M | Sell |
14,300
-63
| -0.4% | -$6.91K | 0.51% | 47 |
|
|
2022
Q4 | $1.66M | Buy |
14,363
+118
| +0.8% | +$13.6K | 0.57% | 45 |
|
|
2022
Q3 | $1.54M | Buy |
14,245
+15
| +0.1% | +$1.63K | 0.59% | 43 |
|
|
2022
Q2 | $1.22M | Sell |
14,230
-77
| -0.5% | -$6.6K | 0.49% | 53 |
|
|
2022
Q1 | $1.23M | Sell |
14,307
-22
| -0.2% | -$1.9K | 0.44% | 66 |
|
|
2021
Q4 | $877K | Sell |
14,329
-531
| -4% | -$32.5K | 0.35% | 78 |
|
|
2021
Q3 | $874K | Sell |
14,860
-582
| -4% | -$34.2K | 0.42% | 65 |
|
|
2021
Q2 | $974K | Buy |
15,442
+347
| +2% | +$21.9K | 0.46% | 59 |
|
|
2021
Q1 | $866K | Buy |
15,095
+32
| +0.2% | +$1.84K | 0.44% | 62 |
|
|
2020
Q4 | $621K | Buy |
+15,063
| New | +$621K | 0.44% | 57 |
|