Financial Life Planners’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
$207K Buy
1,916
+18
+0.9% +$1.94K 0.17% 53
2025
Q1
$226K Buy
1,898
+823
+77% +$97.9K 0.22% 43
2024
Q4
$116K Buy
+1,075
New +$116K 0.1% 70