Betterment LLC’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
$293K Sell
2025
Q1
$332K Sell
2024
Q4
$325K Sell
2024
Q3
$441K Sell
2024
Q2
$645K Buy
2024
Q1
$444K Buy