Cura Wealth 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
$262K Sell
2,431
-715
-23% -$77.1K 0.1% 80
2025
Q1
$374K Buy
3,146
+675
+27% +$80.3K 0.15% 64
2024
Q4
$266K Buy
+2,471
New +$266K 0.12% 75