Bard Financial Services’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
$9.59M Buy
2025
Q2
$9.1M Sell
2025
Q1
$10.2M Buy
2024
Q4
$9.19M Buy
2024
Q3
$9.98M Sell
2024
Q2
$11.7M Buy
2024
Q1
$11.1M Buy
2023
Q4
$9.42M Sell
2023
Q3
$11.2M Sell
2023
Q2
$10.4M Sell
2023
Q1
$11.2M Sell
2022
Q4
$12.5M Sell
2022
Q3
$9.93M Buy
2022
Q2
$9.59M Sell
2022
Q1
$10M Sell
2021
Q4
$7.61M Sell
2021
Q3
$7.39M Buy
2021
Q2
$7.69M Sell
2021
Q1
$6.91M Buy
2020
Q4
$5.04M Buy