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Elm3 Financial Group’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,886
Closed -$224K 117
2025
Q1
$224K Buy
1,886
+12
+0.6% +$1.43K 0.2% 89
2024
Q4
$202K Buy
+1,874
New +$202K 0.17% 87