Brass Tax Wealth Management’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 | $824K | Buy |
7,640
+79
| +1% | +$8.52K | 0.16% | 70 |
|
|
2025
Q1 | $899K | Buy |
7,561
+2
| +0% | +$238 | 0.19% | 59 |
|
|
2024
Q4 | $813K | Sell |
7,559
-375
| -5% | -$40.3K | 0.17% | 63 |
|
|
2024
Q3 | $930K | Buy |
7,934
+1,296
| +20% | +$152K | 0.2% | 54 |
|
|
2024
Q2 | $764K | Buy |
6,638
+3,540
| +114% | +$408K | 0.33% | 46 |
|
|
2024
Q1 | $360K | Buy |
+3,098
| New | +$360K | 0.19% | 66 |
|