WR Wealth Planners’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 | $868K | Buy |
8,066
+891
| +12% | +$95.9K | 0.28% | 53 |
|
|
2024
Q3 | $841K | Sell |
7,175
-135
| -2% | -$15.8K | 0.23% | 67 |
|
|
2024
Q2 | $842K | Buy |
7,310
+5
| +0.1% | +$576 | 0.26% | 58 |
|
|
2024
Q1 | $849K | Sell |
7,305
-17
| -0.2% | -$1.98K | 0.26% | 55 |
|
|
2023
Q4 | $732K | Buy |
7,322
+228
| +3% | +$22.8K | 0.27% | 64 |
|
|
2023
Q3 | $834K | Sell |
7,094
-118
| -2% | -$13.9K | 0.32% | 51 |
|
|
2023
Q2 | $773K | Buy |
7,212
+2,343
| +48% | +$251K | 0.3% | 59 |
|
|
2023
Q1 | $534K | Buy |
4,869
+4,817
| +9,263% | +$528K | 0.23% | 68 |
|
|
2022
Q4 | $5.74K | Sell |
52
-2
| -4% | -$221 | ﹤0.01% | 317 |
|
|
2022
Q3 | $4.72K | Buy |
54
+14
| +35% | +$1.22K | ﹤0.01% | 317 |
|
|
2022
Q2 | $3.43K | Buy |
+40
| New | +$3.43K | ﹤0.01% | 382 |
|