Fortress 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 | $351K | Hold |
3,255
| – | – | 0.17% | 58 |
|
|
2025
Q1 | $387K | Sell |
3,255
-100
| -3% | -$11.9K | 0.2% | 55 |
|
|
2024
Q4 | $361K | Sell |
3,355
-40
| -1% | -$4.3K | 0.18% | 54 |
|
|
2024
Q3 | $398K | Sell |
3,395
-324
| -9% | -$38K | 0.2% | 53 |
|
|
2024
Q2 | $428K | Buy |
3,719
+414
| +13% | +$47.7K | 0.22% | 51 |
|
|
2024
Q1 | $384K | Buy |
3,305
+88
| +3% | +$10.2K | 0.2% | 53 |
|
|
2023
Q4 | $322K | Buy |
3,217
+13
| +0.4% | +$1.3K | 0.18% | 57 |
|
|
2023
Q3 | $377K | Buy |
3,204
+62
| +2% | +$7.29K | 0.24% | 50 |
|
|
2023
Q2 | $337K | Hold |
3,142
| – | – | 0.22% | 51 |
|
|
2023
Q1 | $345K | Hold |
3,142
| – | – | 0.24% | 49 |
|
|
2022
Q4 | $347K | Hold |
3,142
| – | – | 0.29% | 47 |
|
|
2022
Q3 | $274K | Hold |
3,142
| – | – | 0.28% | 45 |
|
|
2022
Q2 | $269K | Hold |
3,142
| – | – | 0.25% | 43 |
|
|
2022
Q1 | $259K | Buy |
+3,142
| New | +$259K | 0.2% | 48 |
|