Abound 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
$320K Buy
2,967
+458
+18% +$49.4K 0.09% 54
2025
Q1
$298K Buy
2,509
+1,247
+99% +$148K 0.1% 54
2024
Q4
$136K Sell
1,262
-2
-0.2% -$215 0.04% 83
2024
Q3
$148K Buy
1,264
+191
+18% +$22.4K 0.05% 76
2024
Q2
$124K Buy
1,073
+67
+7% +$7.72K 0.05% 79
2024
Q1
$117K Sell
1,006
-1,144
-53% -$133K 0.04% 83
2023
Q4
$215K Buy
2,150
+153
+8% +$15.3K 0.09% 55
2023
Q3
$235K Sell
1,997
-610
-23% -$71.7K 0.1% 47
2023
Q2
$280K Buy
2,607
+149
+6% +$16K 0.12% 45
2023
Q1
$270K Buy
2,458
+221
+10% +$24.2K 0.12% 43
2022
Q4
$247K Buy
2,237
+7
+0.3% +$772 0.12% 44
2022
Q3
$195K Buy
+2,230
New +$195K 0.11% 45