Betterment LLC’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
2,722
-66
| -2% | -$7.1K | ﹤0.01% | 434 |
|
|
2025
Q1 | $332K | Sell |
2,788
-231
| -8% | -$27.5K | ﹤0.01% | 388 |
|
|
2024
Q4 | $325K | Sell |
3,019
-742
| -20% | -$79.9K | ﹤0.01% | 374 |
|
|
2024
Q3 | $441K | Sell |
3,761
-1,841
| -33% | -$216K | ﹤0.01% | 327 |
|
|
2024
Q2 | $645K | Buy |
5,602
+1,781
| +47% | +$205K | ﹤0.01% | 264 |
|
|
2024
Q1 | $444K | Buy |
+3,821
| New | +$444K | ﹤0.01% | 271 |
|