Berry Wealth Group’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 | $1.21M | Buy |
11,267
+50
| +0.4% | +$5.39K | 0.85% | 30 |
|
|
2025
Q1 | $1.33M | Buy |
11,217
+3
| +0% | +$357 | 1.04% | 28 |
|
|
2024
Q4 | $1.21M | Buy |
11,214
+65
| +0.6% | +$6.99K | 0.87% | 31 |
|
|
2024
Q3 | $1.31M | Sell |
11,149
-45
| -0.4% | -$5.28K | 0.94% | 30 |
|
|
2024
Q2 | $1.29M | Buy |
11,194
+703
| +7% | +$80.9K | 1.03% | 26 |
|
|
2024
Q1 | $1.22M | Buy |
10,491
+2,942
| +39% | +$342K | 1.01% | 25 |
|
|
2023
Q4 | $755K | Buy |
+7,549
| New | +$755K | 0.69% | 28 |
|