Brown Financial 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 | $444K | Sell |
4,117
-95
| -2% | -$10.2K | 0.17% | 116 |
|
|
2025
Q1 | $501K | Sell |
4,212
-49
| -1% | -$5.83K | 0.21% | 97 |
|
|
2024
Q4 | $458K | Buy |
4,261
+131
| +3% | +$14.1K | 0.18% | 104 |
|
|
2024
Q3 | $484K | Sell |
4,130
-2,589
| -39% | -$303K | 0.2% | 104 |
|
|
2024
Q2 | $773K | Buy |
+6,719
| New | +$773K | 0.35% | 86 |
|