9258 Wealth Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$4.37M Sell
2024
Q2
$4.47M Buy
2024
Q1
$3.2M Sell
2023
Q4
$2.76M Sell
2023
Q3
$3.25M Sell
2023
Q2
$3.06M Buy
2023
Q1
$3.1M Buy
2022
Q4
$3.11M Sell
2022
Q3
$2.54M Buy
2022
Q2
$2.42M Buy
2022
Q1
$2.29M Buy
2021
Q4
$1.69M Sell
2021
Q3
$1.68M Buy
2021
Q2
$1.79M Buy
2021
Q1
$1.53M Buy
2020
Q4
$1.11M Sell
2020
Q3
$1.08M Sell
2020
Q2
$1.57M Sell
2020
Q1
$1.54M Buy
2019
Q4
$2.33M Buy
2019
Q3
$1.04M Buy
2019
Q2
$1.11M Sell
2019
Q1
$1.26M Buy
2018
Q4
$1.02M Buy