Frederick Financial Consultants’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
$404K Sell
3,751
-298
-7% -$32.1K 0.25% 59
2025
Q1
$482K Buy
4,049
+729
+22% +$86.7K 0.35% 51
2024
Q4
$357K Buy
+3,320
New +$357K 0.29% 50