AW
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Alteri Wealth’s Exxon Mobil XOM Stock Holding History

Alteri Wealth’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.22M Sell
57,686
-231
-0.4% -$24.9K 2.41% 6
2025
Q1 		$6.89M Buy
57,917
+969
+2% +$115K 3.03% 5
2024
Q4 		$6.13M Buy
+56,948
New +$6.13M 1.7% 9