1858 Wealth Management’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 | $269K | Sell |
2,496
-593
| -19% | -$63.9K | 0.2% | 90 |
|
|
2025
Q1 | $367K | Sell |
3,089
-304
| -9% | -$36.2K | 0.31% | 67 |
|
|
2024
Q4 | $365K | Sell |
3,393
-1,392
| -29% | -$150K | 0.29% | 76 |
|
|
2024
Q3 | $561K | Sell |
4,785
-48
| -1% | -$5.63K | 0.46% | 57 |
|
|
2024
Q2 | $556K | Sell |
4,833
-5,827
| -55% | -$671K | 0.46% | 61 |
|
|
2024
Q1 | $1.07M | Hold |
10,660
| – | – | 1.01% | 28 |
|
|
2023
Q4 | $1.07M | Buy |
+10,660
| New | +$1.07M | 1.01% | 28 |
|