Amplius Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $509K | Sell |
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|
2025
Q2 | $701K | Sell |
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|
2025
Q1 | $907K | Sell |
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|
2024
Q4 | $848K | Buy |
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|
2024
Q3 | $900K | Sell |
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|
2024
Q2 | $889K | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $861K | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $801K | Sell |
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|
2022
Q2 | $803K | Sell |
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|
2022
Q1 | $777K | Sell |
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|
2021
Q4 | $615K | Buy |
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