Cherry Tree 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
Q2
$171K Sell
2025
Q1
$200K Buy
2024
Q4
$147K Hold
2024
Q3
$160K Hold
2024
Q2
$157K Buy
2024
Q1
$154K Sell
2023
Q4
$134K Hold
2023
Q3
$157K Hold
2023
Q2
$143K Buy