Windsor Advisory Group’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 |
-12,058
| Closed | -$1.41M | – | 105 |
|
|
2024
Q3 | $1.41M | Buy |
+12,058
| New | +$1.41M | 1.6% | 14 |
|
|
2023
Q4 | – | Sell |
-2,832
| Closed | -$333K | – | 72 |
|
|
2023
Q3 | $333K | Hold |
2,832
| – | – | 0.79% | 31 |
|
|
2023
Q2 | $304K | Hold |
2,832
| – | – | 0.75% | 29 |
|
|
2023
Q1 | $311K | Sell |
2,832
-623
| -18% | -$68.3K | 0.74% | 31 |
|
|
2022
Q4 | $381K | Buy |
+3,455
| New | +$381K | 1.01% | 26 |
|