Waypoint Wealth Partners’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 | $571K | Buy |
5,298
+626
| +13% | +$67.5K | 0.14% | 44 |
|
|
2025
Q1 | $556K | Buy |
4,672
+96
| +2% | +$11.4K | 0.15% | 36 |
|
|
2024
Q4 | $492K | Hold |
4,576
| – | – | 0.13% | 43 |
|
|
2024
Q3 | $536K | Sell |
4,576
-3,219
| -41% | -$377K | 0.14% | 40 |
|
|
2024
Q2 | $897K | Buy |
7,795
+3,440
| +79% | +$396K | 0.26% | 28 |
|
|
2024
Q1 | $506K | Sell |
4,355
-258
| -6% | -$30K | 0.14% | 42 |
|
|
2023
Q4 | $461K | Buy |
4,613
+258
| +6% | +$25.8K | 0.14% | 45 |
|
|
2023
Q3 | $512K | Hold |
4,355
| – | – | 0.18% | 33 |
|
|
2023
Q2 | $467K | Hold |
4,355
| – | – | 0.16% | 37 |
|
|
2023
Q1 | $478K | Sell |
4,355
-1,449
| -25% | -$159K | 0.17% | 32 |
|
|
2022
Q4 | $640K | Sell |
5,804
-219
| -4% | -$24.2K | 0.25% | 26 |
|
|
2022
Q3 | $526K | Buy |
+6,023
| New | +$526K | 0.22% | 30 |
|