WealthShield 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 | $1.35M | Buy |
12,562
+2,435
| +24% | +$262K | 0.16% | 148 |
|
|
2025
Q1 | $1.2M | Buy |
10,127
+1,977
| +24% | +$235K | 0.15% | 143 |
|
|
2024
Q4 | $877K | Sell |
8,150
-790
| -9% | -$85K | 0.12% | 164 |
|
|
2024
Q3 | $1.05M | Buy |
8,940
+833
| +10% | +$97.6K | 0.14% | 152 |
|
|
2024
Q2 | $933K | Sell |
8,107
-909
| -10% | -$105K | 0.14% | 155 |
|
|
2024
Q1 | $1.05M | Buy |
9,016
+629
| +7% | +$73.1K | 0.17% | 140 |
|
|
2023
Q4 | $838K | Sell |
8,387
-473
| -5% | -$47.3K | 0.14% | 157 |
|
|
2023
Q3 | $1.04M | Buy |
8,860
+1,095
| +14% | +$129K | 0.16% | 141 |
|
|
2023
Q2 | $833K | Buy |
7,765
+265
| +4% | +$28.4K | 0.13% | 161 |
|
|
2023
Q1 | $822K | Sell |
7,500
-511
| -6% | -$56K | 0.13% | 166 |
|
|
2022
Q4 | $884K | Sell |
8,011
-633
| -7% | -$69.8K | 0.17% | 143 |
|
|
2022
Q3 | $755K | Buy |
8,644
+86
| +1% | +$7.51K | 0.15% | 158 |
|
|
2022
Q2 | $733K | Sell |
8,558
-1,309
| -13% | -$112K | 0.15% | 166 |
|
|
2022
Q1 | $815K | Sell |
9,867
-4,598
| -32% | -$380K | 0.13% | 174 |
|
|
2021
Q4 | $885K | Buy |
14,465
+5,815
| +67% | +$356K | 0.15% | 150 |
|
|
2021
Q3 | $509K | Sell |
8,650
-6,150
| -42% | -$362K | 0.14% | 140 |
|
|
2021
Q2 | $934K | Sell |
14,800
-222
| -1% | -$14K | 0.15% | 109 |
|
|
2021
Q1 | $839K | Sell |
15,022
-1,097
| -7% | -$61.3K | 0.15% | 111 |
|
|
2020
Q4 | $664K | Buy |
16,119
+1,812
| +13% | +$74.6K | 0.12% | 138 |
|
|
2020
Q3 | $491K | Buy |
14,307
+1,522
| +12% | +$52.2K | 0.17% | 132 |
|
|
2020
Q2 | $572K | Buy |
12,785
+4,685
| +58% | +$210K | 0.26% | 89 |
|
|
2020
Q1 | $308K | Buy |
8,100
+892
| +12% | +$33.9K | 0.19% | 115 |
|
|
2019
Q4 | $503K | Buy |
7,208
+261
| +4% | +$18.2K | 0.25% | 92 |
|
|
2019
Q3 | $491K | Buy |
6,947
+522
| +8% | +$36.9K | 0.26% | 93 |
|
|
2019
Q2 | $492K | Sell |
6,425
-615
| -9% | -$47.1K | 0.29% | 79 |
|
|
2019
Q1 | $569K | Sell |
7,040
-1,070
| -13% | -$86.5K | 0.32% | 66 |
|
|
2018
Q4 | $553K | Buy |
8,110
+829
| +11% | +$56.5K | 0.38% | 51 |
|
|
2018
Q3 | $619K | Sell |
7,281
-50
| -0.7% | -$4.25K | 0.35% | 53 |
|
|
2018
Q2 | $606K | Sell |
7,331
-204
| -3% | -$16.9K | 0.37% | 49 |
|
|
2018
Q1 | $562K | Buy |
7,535
+36
| +0.5% | +$2.69K | 0.36% | 52 |
|
|
2017
Q4 | $634K | Buy |
+7,499
| New | +$634K | 0.39% | 56 |
|