Financial Network Wealth Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$689K Hold
5,800
0.24% 56
2024
Q4
$623K Hold
5,800
0.22% 60
2024
Q3
$679K Hold
5,800
0.24% 59
2024
Q2
$667K Buy
+5,800
New +$667K 0.25% 56
2024
Q1
Sell
-5,800
Closed -$579K 110
2023
Q4
$579K Hold
5,800
0.25% 57
2023
Q3
$670K Sell
5,800
-176
-3% -$20.3K 0.33% 47
2023
Q2
$622K Hold
5,976
0.29% 50
2023
Q1
$655K Sell
5,976
-46
-0.8% -$5.04K 0.32% 53
2022
Q4
$664K Buy
6,022
+46
+0.8% +$5.07K 0.36% 47
2022
Q3
$522K Hold
5,976
0.33% 41
2022
Q2
$512K Sell
5,976
-283
-5% -$24.2K 0.31% 43
2022
Q1
$517K Sell
6,259
-324
-5% -$26.8K 0.27% 46
2021
Q4
$403K Hold
6,583
0.2% 62
2021
Q3
$387K Hold
6,583
0.22% 60
2021
Q2
$415K Sell
6,583
-400
-6% -$25.2K 0.24% 53
2021
Q1
$390K Hold
6,983
0.25% 54
2020
Q4
$288K Buy
+6,983
New +$288K 0.23% 69