Beta Wealth Group’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
Q2 | $639K | Buy |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $647K | Buy |
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|
2024
Q3 | $693K | Buy |
|
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|
2024
Q2 | $646K | Buy |
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|
2024
Q1 | $640K | Buy |
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|
2023
Q4 | $540K | Buy |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $526K | Buy |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $317K | Buy |
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