Wealthspan 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 | $534K | Hold |
4,949
| – | – | 0.22% | 66 |
|
|
2025
Q1 | $589K | Hold |
4,949
| – | – | 0.27% | 59 |
|
|
2024
Q4 | $532K | Buy |
4,949
+113
| +2% | +$12.2K | 0.25% | 63 |
|
|
2024
Q3 | $567K | Hold |
4,836
| – | – | 0.28% | 60 |
|
|
2024
Q2 | $557K | Hold |
4,836
| – | – | 0.31% | 56 |
|
|
2024
Q1 | $562K | Buy |
4,836
+203
| +4% | +$23.6K | 0.33% | 56 |
|
|
2023
Q4 | $463K | Sell |
4,633
-285
| -6% | -$28.5K | 0.32% | 51 |
|
|
2023
Q3 | $578K | Hold |
4,918
| – | – | 0.46% | 38 |
|
|
2023
Q2 | $527K | Sell |
4,918
-76
| -2% | -$8.15K | 0.42% | 38 |
|
|
2023
Q1 | $548K | Buy |
4,994
+26
| +0.5% | +$2.85K | 0.47% | 40 |
|
|
2022
Q4 | $548K | Hold |
4,968
| – | – | 0.5% | 39 |
|
|
2022
Q3 | $434K | Buy |
4,968
+315
| +7% | +$27.5K | 0.45% | 41 |
|
|
2022
Q2 | $398K | Hold |
4,653
| – | – | 0.41% | 42 |
|
|
2022
Q1 | $384K | Hold |
4,653
| – | – | 0.35% | 49 |
|
|
2021
Q4 | $285K | Buy |
+4,653
| New | +$285K | 0.25% | 58 |
|