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Brady Martz Wealth Solutions’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
12,923
-7
-0.1% -$755 0.27% 72
2025
Q1
$1.54M Buy
12,930
+63
+0.5% +$7.49K 0.35% 63
2024
Q4
$1.41M Buy
+12,867
New +$1.41M 0.34% 65