Cassady Schiller Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $996K | Buy |
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|
2023
Q4 | $704K | Hold |
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|
2023
Q3 | $828K | Sell |
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|
2023
Q2 | $805K | Sell |
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|
2023
Q1 | $867K | Buy |
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|
2022
Q4 | $806K | Sell |
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|
2022
Q3 | $752K | Buy |
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|
2022
Q2 | $692K | Buy |
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|
2022
Q1 | $663K | Buy |
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|
2021
Q4 | $331K | Buy |
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