Bay Harbor 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 | $22.6K | Buy |
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|
2025
Q2 | $17.6K | Sell |
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|
2025
Q1 | $79.9K | Buy |
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|
2024
Q4 | $65.8K | Sell |
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|
2024
Q3 | $74.4K | Sell |
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|
2024
Q2 | $76.2K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $33K | Sell |
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|
2021
Q1 | $75K | Sell |
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|
2020
Q4 | $144K | Sell |
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|
2020
Q3 | $183K | Sell |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $295K | Buy |
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|
2019
Q4 | $493K | Buy |
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|
2019
Q3 | $454K | Buy |
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|
2019
Q2 | $437K | Sell |
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|
2019
Q1 | $493K | Buy |
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|
2018
Q4 | $408K | Buy |
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