Epic Trust Investment Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$576K Buy
2024
Q1
$579K Hold
2023
Q4
$498K Sell
2023
Q3
$590K Sell
2023
Q2
$582K Sell
2023
Q1
$702K Buy
2022
Q4
$596K Buy
2022
Q3
$471K Buy
2022
Q2
$417K Buy