West Michigan Advisors’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 | $430K | Buy |
3,990
+96
| +2% | +$10.3K | 0.12% | 124 |
|
2025
Q1 | $463K | Sell |
3,894
-368
| -9% | -$43.8K | 0.15% | 110 |
|
2024
Q4 | $458K | Sell |
4,262
-89
| -2% | -$9.57K | 0.14% | 115 |
|
2024
Q3 | $510K | Sell |
4,351
-93
| -2% | -$10.9K | 0.15% | 106 |
|
2024
Q2 | $512K | Buy |
4,444
+1,473
| +50% | +$170K | 0.16% | 97 |
|
2024
Q1 | $345K | Buy |
2,971
+103
| +4% | +$12K | 0.11% | 122 |
|
2023
Q4 | $287K | Sell |
2,868
-302
| -10% | -$30.2K | 0.11% | 118 |
|
2023
Q3 | $373K | Sell |
3,170
-116
| -4% | -$13.6K | 0.2% | 93 |
|
2023
Q2 | $352K | Sell |
3,286
-172
| -5% | -$18.4K | 0.14% | 138 |
|
2023
Q1 | $379K | Buy |
3,458
+1,051
| +44% | +$115K | 0.22% | 89 |
|
2022
Q4 | $265K | Sell |
2,407
-56
| -2% | -$6.18K | 0.19% | 86 |
|
2022
Q3 | $216K | Sell |
2,463
-111
| -4% | -$9.73K | 0.19% | 93 |
|
2022
Q2 | $220K | Buy |
+2,574
| New | +$220K | 0.19% | 98 |
|