Dechtman Wealth Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.63M Sell
15,173
-159
-1% -$17.1K 0.32% 17
2024
Q3
$1.8M Buy
15,332
+505
+3% +$59.2K 0.37% 18
2024
Q2
$1.71M Sell
14,827
-84
-0.6% -$9.67K 0.38% 18
2024
Q1
$1.73M Buy
14,911
+5,970
+67% +$694K 0.4% 19
2023
Q4
$893K Sell
8,941
-39
-0.4% -$3.9K 0.23% 19
2023
Q3
$1.06M Buy
8,980
+60
+0.7% +$7.06K 0.31% 16
2023
Q2
$957K Buy
+8,920
New +$957K 0.28% 16