Windle 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 | $7.69M | Buy |
71,311
+4,052
| +6% | +$437K | 3.76% | 13 |
|
|
2025
Q1 | $8M | Buy |
67,259
+6,018
| +10% | +$716K | 4.12% | 14 |
|
|
2024
Q4 | $6.59M | Buy |
61,241
+2,315
| +4% | +$249K | 3.64% | 19 |
|
|
2024
Q3 | $6.91M | Buy |
58,926
+4,672
| +9% | +$548K | 3.75% | 18 |
|
|
2024
Q2 | $6.25M | Sell |
54,254
-5,745
| -10% | -$661K | 3.81% | 15 |
|
|
2024
Q1 | $6.97M | Buy |
59,999
+4,175
| +7% | +$485K | 4.44% | 5 |
|
|
2023
Q4 | $5.58M | Sell |
55,824
-144
| -0.3% | -$14.4K | 3.91% | 20 |
|
|
2023
Q3 | $6.58M | Sell |
55,968
-1,339
| -2% | -$157K | 4.91% | 3 |
|
|
2023
Q2 | $6.15M | Sell |
57,307
-963
| -2% | -$103K | 4.44% | 6 |
|
|
2023
Q1 | $6.39M | Sell |
58,270
-4,746
| -8% | -$520K | 4.74% | 5 |
|
|
2022
Q4 | $6.95M | Buy |
+63,016
| New | +$6.95M | 5.43% | 1 |
|