Wellington Wealth Strategies’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,435
| Closed | -$985K | – | 93 |
|
|
2024
Q3 | $985K | Buy |
+8,435
| New | +$985K | 0.75% | 32 |
|
|
2024
Q2 | – | Sell |
-8,232
| Closed | -$957K | – | 183 |
|
|
2024
Q1 | $957K | Buy |
8,232
+1,983
| +32% | +$231K | 0.45% | 65 |
|
|
2023
Q4 | $625K | Buy |
+6,249
| New | +$625K | 0.53% | 40 |
|
|
2020
Q4 | $625K | Buy |
+6,249
| New | +$625K | 0.53% | 40 |
|