ERTS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $551K | Buy |
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|
2019
Q3 | $327K | Buy |
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|
2019
Q2 | $337K | Sell |
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|
2019
Q1 | $363K | Sell |
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|
2018
Q4 | $332K | Buy |
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