Abundance Wealth Counselors’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 | $221K | Hold |
2,051
| – | – | 0.04% | 158 |
|
|
2025
Q1 | $244K | Sell |
2,051
-174
| -8% | -$20.7K | 0.05% | 135 |
|
|
2024
Q4 | $239K | Sell |
2,225
-83
| -4% | -$8.92K | 0.05% | 132 |
|
|
2024
Q3 | $271K | Buy |
2,308
+165
| +8% | +$19.4K | 0.06% | 125 |
|
|
2024
Q2 | $247K | Buy |
+2,143
| New | +$247K | 0.11% | 66 |
|
|
2021
Q2 | – | Sell |
-58
| Closed | -$3K | – | 344 |
|
|
2021
Q1 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 319 |
|