1 North Wealth Services’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 | $546K | Hold |
5,067
| – | – | 0.22% | 44 |
|
|
2025
Q1 | $603K | Hold |
5,067
| – | – | 0.28% | 39 |
|
|
2024
Q4 | $545K | Buy |
+5,067
| New | +$545K | 0.23% | 45 |
|
|
2019
Q4 | $328K | Buy |
4,701
+1
| +0% | +$70 | 0.2% | 54 |
|
|
2019
Q3 | $332K | Buy |
+4,700
| New | +$332K | 0.22% | 52 |
|
|
2019
Q1 | $331K | Buy |
4,102
+22
| +0.5% | +$1.78K | 0.23% | 51 |
|
|
2018
Q4 | $278K | Buy |
+4,080
| New | +$278K | 0.23% | 50 |
|