Westshore Wealth’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 | $220K | Buy |
2,038
+1
| +0% | +$108 | 0.08% | 85 |
|
|
2025
Q1 | $242K | Hold |
2,037
| – | – | 0.1% | 78 |
|
|
2024
Q4 | $219K | Buy |
2,037
+1
| +0% | +$108 | 0.09% | 86 |
|
|
2024
Q3 | $239K | Buy |
2,036
+1
| +0% | +$117 | 0.1% | 81 |
|
|
2024
Q2 | $234K | Sell |
2,035
-117
| -5% | -$13.5K | 0.1% | 81 |
|
|
2024
Q1 | $250K | Buy |
2,152
+23
| +1% | +$2.67K | 0.1% | 81 |
|
|
2023
Q4 | $213K | Sell |
2,129
-66
| -3% | -$6.6K | 0.1% | 86 |
|
|
2023
Q3 | $258K | Sell |
2,195
-1,332
| -38% | -$157K | 0.14% | 65 |
|
|
2023
Q2 | $378K | Sell |
3,527
-933
| -21% | -$100K | 0.19% | 47 |
|
|
2023
Q1 | $489K | Sell |
4,460
-137
| -3% | -$15K | 0.26% | 42 |
|
|
2022
Q4 | $507K | Hold |
4,597
| – | – | 0.29% | 38 |
|
|
2022
Q3 | $401K | Sell |
4,597
-314
| -6% | -$27.4K | 0.28% | 39 |
|
|
2022
Q2 | $421K | Buy |
+4,911
| New | +$421K | 0.27% | 43 |
|
|
2021
Q3 | – | Sell |
-8,838
| Closed | -$558K | – | 142 |
|
|
2021
Q2 | $558K | Hold |
8,838
| – | – | 0.29% | 60 |
|
|
2021
Q1 | $493K | Buy |
+8,838
| New | +$493K | 0.28% | 61 |
|
|
2019
Q4 | $479K | Buy |
+6,858
| New | +$479K | 0.53% | 38 |
|