FMA 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 | $378K | Hold |
3,505
| – | – | 0.28% | 31 |
|
|
2025
Q1 | $390K | Hold |
3,505
| – | – | 0.3% | 30 |
|
|
2024
Q4 | $377K | Sell |
3,505
-120
| -3% | -$12.9K | 0.28% | 30 |
|
|
2024
Q3 | $425K | Sell |
3,625
-65
| -2% | -$7.62K | 0.31% | 30 |
|
|
2024
Q2 | $425K | Buy |
3,690
+1
| +0% | +$115 | 0.34% | 32 |
|
|
2024
Q1 | $429K | Hold |
3,689
| – | – | 0.36% | 32 |
|
|
2023
Q4 | $369K | Buy |
+3,689
| New | +$369K | 0.34% | 30 |
|