Fortress Wealth Management’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
         Q3  | $369K | Buy | 
         | 
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| 
        
          
      
        2025
         Q2  | $351K | Hold | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $387K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $361K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $398K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $428K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $384K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $322K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $377K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $337K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $345K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $347K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $274K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $269K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $259K | Buy | 
         |