Ergawealth 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
$280K Buy
2,600
+75
+3% +$8.08K 0.13% 55
2025
Q1
$300K Sell
2,525
-27
-1% -$3.21K 0.15% 51
2024
Q4
$274K Buy
2,552
+18
+0.7% +$1.94K 0.14% 56
2024
Q3
$297K Sell
2,534
-33
-1% -$3.87K 0.15% 51
2024
Q2
$296K Buy
2,567
+419
+20% +$48.2K 0.16% 50
2024
Q1
$250K Buy
+2,148
New +$250K 0.14% 52