Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.05M | Buy |
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|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.42M | Sell |
|
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|
2024
Q2 | $2.1M | Sell |
|
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|
2024
Q1 | $2.26M | Sell |
|
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|
2023
Q4 | $2.22M | Buy |
|
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|
2023
Q3 | $2.46M | Sell |
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|
2023
Q2 | $2.37M | Buy |
|
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $1.95M | Buy |
|
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|
2022
Q3 | $1.2M | Sell |
|
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|
2022
Q2 | $2.92M | Sell |
|
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $2.37M | Buy |
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|
2021
Q3 | $2.18M | Sell |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.01M | Sell |
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|
2020
Q4 | $2.31M | Buy |
|