Dogwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
2,592
+237
| +10% | +$27.1K | 0.14% | 87 |
|
|
2025
Q1 | $280K | Buy |
2,355
+121
| +5% | +$14.4K | 0.15% | 84 |
|
|
2024
Q4 | $240K | Buy |
2,234
+101
| +5% | +$10.9K | 0.13% | 85 |
|
|
2024
Q3 | $250K | Buy |
2,133
+2,132
| +213,200% | +$250K | 0.14% | 84 |
|
|
2024
Q2 | $69 | Hold |
1
| – | – | ﹤0.01% | 240 |
|
|
2024
Q1 | $59 | Hold |
1
| – | – | ﹤0.01% | 238 |
|
|
2023
Q4 | $79 | Buy |
+1
| New | +$79 | ﹤0.01% | 214 |
|