WealthCare Investment 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 | $213K | Sell |
1,901
-71
| -4% | -$7.97K | 0.08% | 152 |
|
|
2025
Q1 | $208K | Buy |
1,972
+17
| +0.9% | +$1.79K | 0.09% | 145 |
|
|
2024
Q4 | $210K | Buy |
1,955
+230
| +13% | +$24.7K | 0.09% | 136 |
|
|
2024
Q3 | $216K | Sell |
1,725
-236
| -12% | -$29.6K | 0.09% | 134 |
|
|
2024
Q2 | $226K | Sell |
1,961
-304
| -13% | -$35K | 0.1% | 129 |
|
|
2024
Q1 | $263K | Sell |
2,265
-3,735
| -62% | -$434K | 0.13% | 116 |
|
|
2023
Q4 | $606K | Buy |
6,000
+3,402
| +131% | +$343K | 0.33% | 67 |
|
|
2023
Q3 | $300K | Buy |
2,598
+17
| +0.7% | +$1.97K | 0.18% | 87 |
|
|
2023
Q2 | $276K | Buy |
2,581
+21
| +0.8% | +$2.25K | 0.17% | 90 |
|
|
2023
Q1 | $281K | Buy |
2,560
+219
| +9% | +$24K | 0.17% | 98 |
|
|
2022
Q4 | $258K | Sell |
2,341
-51
| -2% | -$5.63K | 0.18% | 96 |
|
|
2022
Q3 | $209K | Sell |
2,392
-75
| -3% | -$6.55K | 0.17% | 102 |
|
|
2022
Q2 | $211K | Buy |
2,467
+21
| +0.9% | +$1.8K | 0.18% | 102 |
|
|
2022
Q1 | $212K | Buy |
+2,446
| New | +$212K | 0.19% | 99 |
|