BCU Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$467K	Hold	4,330	–	–	0.21%	37
2025 Q1	$515K	Buy	+4,330	New	+$515K	0.27%	30