CARL STUART INVESTMENT ADVISOR, INC XOM Holdings History
CARL STUART INVESTMENT ADVISOR, INC's Exxon Mobil Corp Holding Summary
As of 2025-03-31, CARL STUART INVESTMENT ADVISOR, INC held 11,854.00 shares of Exxon Mobil Corp(XOM), totaling $1.41 Mil. This investment constitutes 0.8% of their stock portfolio, and CARL STUART INVESTMENT ADVISOR, INC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2021Q4. And since then CARL STUART INVESTMENT ADVISOR, INC has made 11 purchases of XOM, at an average price of $67.12, for a total of 16,599.00 shares. In addition, there have been 2 sales at an average price of $105.00 for 4,745.00 shares. Based on historical transaction data and XOM's current price of $114.19, CARL STUART INVESTMENT ADVISOR, INC's estimated gain on his XOM holdings is $737,679.73, reflecting a 66.21% gain to date.
CARL STUART INVESTMENT ADVISOR, INC XOM ($114.19) Holding Chart
CARL STUART INVESTMENT ADVISOR, INC XOM ($114.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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