Welch Capital 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 | – | Sell |
-1,813
| Closed | -$216K | – | 25 |
|
|
2025
Q1 | $216K | Buy |
+1,813
| New | +$216K | 0.05% | 21 |
|
|
2024
Q4 | – | Sell |
-1,813
| Closed | -$213K | – | 25 |
|
|
2024
Q3 | $213K | Hold |
1,813
| – | – | 0.05% | 21 |
|
|
2024
Q2 | $209K | Buy |
+1,813
| New | +$209K | 0.05% | 22 |
|
|
2023
Q1 | – | Sell |
-3,477
| Closed | -$384K | – | 31 |
|
|
2022
Q4 | $384K | Hold |
3,477
| – | – | 0.12% | 17 |
|
|
2022
Q3 | $304K | Hold |
3,477
| – | – | 0.1% | 23 |
|
|
2022
Q2 | $298K | Hold |
3,477
| – | – | 0.09% | 26 |
|
|
2022
Q1 | $287K | Sell |
3,477
-1,500
| -30% | -$124K | 0.07% | 30 |
|
|
2021
Q4 | $305K | Buy |
+4,977
| New | +$305K | 0.07% | 30 |
|
|
2013
Q3 | – | Sell |
-150
| Closed | -$14K | – | 55 |
|
|
2013
Q2 | $14K | Buy |
+150
| New | +$14K | ﹤0.01% | 52 |
|