Avanda Investment Management’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,645	Closed	-$2.42M	–	48
2024 Q3	$2.42M	Sell	20,645 -20,632	-50%	-$2.42M	0.47%	36
2024 Q2	$4.75M	Sell	41,277 -18,923	-31%	-$2.18M	0.72%	35
2024 Q1	$7M	Buy	+60,200	New	+$7M	0.94%	32