Castle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $360K | Sell |
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|
2025
Q2 | $475K | Sell |
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|
2025
Q1 | $841K | Sell |
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|
2024
Q4 | $803K | Buy |
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|
2024
Q3 | $808K | Buy |
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|
2024
Q2 | $788K | Buy |
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|
2024
Q1 | $760K | Hold |
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|
2023
Q4 | $654K | Hold |
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|
2023
Q3 | $769K | Hold |
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|
2023
Q2 | $701K | Sell |
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|
2023
Q1 | $722K | Hold |
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|
2022
Q4 | $727K | Sell |
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|
2022
Q3 | $683K | Sell |
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|
2022
Q2 | $693K | Buy |
|