Collaborative 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 | $355K | Buy |
|
|||||
|
2025
Q1 | $389K | Buy |
|
|||||
|
2024
Q4 | $352K | Sell |
|
|||||
|
2024
Q3 | $477K | Buy |
|
|||||
|
2024
Q2 | $464K | Buy |
|
|||||
|
2024
Q1 | $467K | Hold |
|
|||||
|
2023
Q4 | $402K | Sell |
|
|||||
|
2023
Q3 | $490K | Buy |
|
|||||
|
2023
Q2 | $447K | Sell |
|
|||||
|
2023
Q1 | $458K | Sell |
|
|||||
|
2022
Q4 | $461K | Sell |
|
|||||
|
2022
Q3 | $386K | Hold |
|
|||||
|
2022
Q2 | $379K | Buy |
|
|||||
|
2021
Q4 | $268K | Buy |
|
|||||
|
2021
Q1 | $365K | Buy |
|