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Asset Planning Inc’s Exxon Mobil XOM Stock Holding History

Asset Planning Inc’s Portfolio XOM Stock Details XOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$761K Buy
7,056
+6
+0.1% +$647 0.57% 32
2025
Q1 		$838K Sell
7,050
-194
-3% -$23.1K 0.66% 31
2024
Q4 		$779K Buy
+7,244
New +$779K 0.59% 35