Bernard Wealth Management’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	$1.16M	Sell	10,720 -33	-0.3%	-$3.56K	0.54%	31
2025 Q1	$1.28M	Buy	10,753 +33	+0.3%	+$3.93K	0.62%	29
2024 Q4	$1.15M	Buy	+10,720	New	+$1.15M	0.54%	31