Zimmermann Investment Management & Planning’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 |
-3,956
| Closed | -$464K | – | 142 |
|
|
2024
Q3 | $464K | Sell |
3,956
-135
| -3% | -$15.8K | 0.14% | 88 |
|
|
2024
Q2 | $471K | Buy |
4,091
+258
| +7% | +$29.7K | 0.16% | 83 |
|
|
2024
Q1 | $446K | Hold |
3,833
| – | – | 0.16% | 89 |
|
|
2023
Q4 | $383K | Buy |
3,833
+170
| +5% | +$17K | 0.16% | 83 |
|
|
2023
Q3 | $431K | Hold |
3,663
| – | – | 0.21% | 74 |
|
|
2023
Q2 | $393K | Buy |
3,663
+86
| +2% | +$9.22K | 0.18% | 75 |
|
|
2023
Q1 | $392K | Buy |
3,577
+49
| +1% | +$5.37K | 0.2% | 78 |
|
|
2022
Q4 | $389K | Buy |
3,528
+20
| +0.6% | +$2.21K | 0.22% | 68 |
|
|
2022
Q3 | $306K | Hold |
3,508
| – | – | 0.19% | 70 |
|
|
2022
Q2 | $300K | Buy |
3,508
+150
| +4% | +$12.8K | 0.21% | 72 |
|
|
2022
Q1 | $277K | Hold |
3,358
| – | – | 0.16% | 71 |
|
|
2021
Q4 | $205K | Buy |
+3,358
| New | +$205K | 0.12% | 87 |
|