BetterWealth’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
$232K Hold
2,151
0.06% 58
2025
Q1
$256K Buy
2,151
+24
+1% +$2.86K 0.07% 51
2024
Q4
$229K Buy
2,127
+65
+3% +$6.99K 0.06% 63
2024
Q3
$242K Buy
2,062
+5
+0.2% +$586 0.07% 56
2024
Q2
$237K Buy
2,057
+6
+0.3% +$691 0.08% 54
2024
Q1
$238K Buy
2,051
+5
+0.2% +$581 0.08% 57
2023
Q4
$205K Buy
2,046
+112
+6% +$11.2K 0.07% 59
2023
Q3
$227K Hold
1,934
0.09% 45
2023
Q2
$207K Buy
1,934
+5
+0.3% +$536 0.08% 43
2023
Q1
$212K Buy
1,929
+4
+0.2% +$439 0.09% 42
2022
Q4
$212K Buy
+1,925
New +$212K 0.1% 37