Accredited 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
$44K Buy
408
+1
+0.2% +$108 0.04% 146
2025
Q1
$48.4K Sell
407
-104
-20% -$12.4K 0.04% 126
2024
Q4
$55K Buy
+511
New +$55K 0.05% 132