Bordeaux Wealth Advisors’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 | $1.39M | Sell |
12,882
-1,017
| -7% | -$110K | 0.18% | 50 |
|
|
2025
Q1 | $1.65M | Buy |
13,899
+2,365
| +21% | +$281K | 0.31% | 45 |
|
|
2024
Q4 | $1.24M | Sell |
11,534
-925
| -7% | -$99.5K | 0.2% | 49 |
|
|
2024
Q3 | $1.46M | Buy |
12,459
+2,362
| +23% | +$277K | 0.26% | 44 |
|
|
2024
Q2 | $1.16M | Buy |
10,097
+24
| +0.2% | +$2.76K | 0.22% | 49 |
|
|
2024
Q1 | $1.17M | Buy |
+10,073
| New | +$1.17M | 0.39% | 35 |
|