Brady Family Wealth’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 | $299K | Sell |
2,778
-72
| -3% | -$7.76K | 0.09% | 96 |
|
|
2025
Q1 | $339K | Sell |
2,850
-731
| -20% | -$86.9K | 0.11% | 91 |
|
|
2024
Q4 | $385K | Hold |
3,581
| – | – | 0.12% | 87 |
|
|
2024
Q3 | $420K | Hold |
3,581
| – | – | 0.13% | 90 |
|
|
2024
Q2 | $412K | Buy |
3,581
+8
| +0.2% | +$921 | 0.13% | 88 |
|
|
2024
Q1 | $415K | Hold |
3,573
| – | – | 0.13% | 90 |
|
|
2023
Q4 | $357K | Buy |
3,573
+395
| +12% | +$39.5K | 0.12% | 95 |
|
|
2023
Q3 | $374K | Buy |
3,178
+371
| +13% | +$43.6K | 0.14% | 87 |
|
|
2023
Q2 | $301K | Hold |
2,807
| – | – | 0.11% | 101 |
|
|
2023
Q1 | $308K | Hold |
2,807
| – | – | 0.12% | 100 |
|
|
2022
Q4 | $310K | Buy |
+2,807
| New | +$310K | 0.13% | 100 |
|