Western Financial Corp’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,926
| Closed | -$892K | – | 131 |
|
|
2023
Q4 | $892K | Buy |
8,926
+341
| +4% | +$34.1K | 0.6% | 32 |
|
|
2023
Q3 | $1.01M | Sell |
8,585
-3,503
| -29% | -$412K | 0.74% | 24 |
|
|
2023
Q2 | $1.3M | Sell |
12,088
-67
| -0.6% | -$7.19K | 0.88% | 23 |
|
|
2023
Q1 | $1.33M | Buy |
12,155
+1,048
| +9% | +$115K | 0.95% | 16 |
|
|
2022
Q4 | $1.23M | Buy |
11,107
+746
| +7% | +$82.3K | 0.79% | 21 |
|
|
2022
Q3 | $905K | Buy |
10,361
+546
| +6% | +$47.7K | 0.63% | 28 |
|
|
2022
Q2 | $841K | Sell |
9,815
-1,175
| -11% | -$101K | 0.6% | 34 |
|
|
2022
Q1 | $908K | Buy |
+10,990
| New | +$908K | 0.53% | 42 |
|