WealthBridge Capital Management’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 | $1.66M | Sell |
15,367
-800
| -5% | -$86.2K | 0.42% | 49 |
|
2025
Q1 | $1.92M | Buy |
16,167
+1,307
| +9% | +$155K | 0.54% | 44 |
|
2024
Q4 | $1.6M | Buy |
14,860
+651
| +5% | +$70K | 0.44% | 47 |
|
2024
Q3 | $1.67M | Buy |
14,209
+1,396
| +11% | +$164K | 0.48% | 47 |
|
2024
Q2 | $1.48M | Buy |
12,813
+151
| +1% | +$17.4K | 0.49% | 43 |
|
2024
Q1 | $1.47M | Buy |
12,662
+1,083
| +9% | +$126K | 0.5% | 44 |
|
2023
Q4 | $1.16M | Sell |
11,579
-58
| -0.5% | -$5.8K | 0.43% | 50 |
|
2023
Q3 | $1.37M | Buy |
11,637
+955
| +9% | +$112K | 0.56% | 40 |
|
2023
Q2 | $1.15M | Buy |
10,682
+4,087
| +62% | +$438K | 0.46% | 47 |
|
2023
Q1 | $723K | Sell |
6,595
-993
| -13% | -$109K | 0.29% | 68 |
|
2022
Q4 | $837K | Buy |
7,588
+131
| +2% | +$14.5K | 0.35% | 63 |
|
2022
Q3 | $639K | Hold |
7,457
| – | – | 0.27% | 78 |
|
2022
Q2 | $639K | Sell |
7,457
-42
| -0.6% | -$3.6K | 0.27% | 78 |
|
2022
Q1 | $619K | Buy |
7,499
+379
| +5% | +$31.3K | 0.23% | 91 |
|
2021
Q4 | $436K | Buy |
+7,120
| New | +$436K | 0.16% | 107 |
|
2019
Q2 | – | Sell |
-3,025
| Closed | -$232K | – | 899 |
|
2019
Q1 | $232K | Buy |
3,025
+1,401
| +86% | +$107K | 0.15% | 99 |
|
2018
Q4 | $111K | Buy |
+1,624
| New | +$111K | 0.08% | 157 |
|