Avitas Wealth Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$5.98M Buy
2024
Q3
$6.5M Buy
2024
Q2
$6.29M Buy
2024
Q1
$6.33M Buy
2023
Q4
$5.38M Buy
2023
Q3
$6.11M Sell
2023
Q2
$5.59M Buy
2023
Q1
$5.66M Sell
2022
Q4
$5.74M Sell
2022
Q3
$4.57M Buy
2018
Q4
Sell
2018
Q3
$1.73M Buy
2018
Q2
$1.61M Buy