Fingerlakes 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 Q2	$412K	Sell	3,818 -50	-1%	-$5.39K	0.31%	64
2025 Q1	$460K	Sell	3,868 -204	-5%	-$24.3K	0.39%	54
2024 Q4	$438K	Buy	4,072 +30	+0.7%	+$3.23K	0.35%	62
2024 Q3	$474K	Buy	+4,042	New	+$474K	0.39%	60