Future Financial 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
$489K Sell
4,537
-3
-0.1% -$323 0.33% 57
2025
Q1
$540K Sell
4,540
-248
-5% -$29.5K 0.4% 53
2024
Q4
$515K Sell
4,788
-2,111
-31% -$227K 0.38% 50
2024
Q3
$809K Buy
6,899
+1
+0% +$117 0.58% 39
2024
Q2
$794K Buy
6,898
+465
+7% +$53.5K 0.7% 37
2024
Q1
$748K Buy
6,433
+1
+0% +$116 0.58% 37
2023
Q4
$643K Sell
6,432
-34
-0.5% -$3.4K 0.64% 40
2023
Q3
$760K Buy
6,466
+6
+0.1% +$706 0.84% 32
2023
Q2
$693K Sell
6,460
-29
-0.4% -$3.11K 0.73% 33
2023
Q1
$754K Sell
6,489
-217
-3% -$25.2K 0.83% 34
2022
Q4
$740K Sell
6,706
-91
-1% -$10K 0.84% 41
2022
Q3
$582K Sell
6,797
-6,245
-48% -$535K 0.67% 47
2022
Q2
$1.08M Hold
13,042
1.05% 30
2022
Q1
$1.08M Sell
13,042
-1,472
-10% -$122K 0.89% 30
2021
Q4
$922K Buy
14,514
+3,652
+34% +$232K 0.74% 40
2021
Q3
$685K Hold
10,862
0.7% 52
2021
Q2
$685K Buy
10,862
+34
+0.3% +$2.14K 0.7% 52
2021
Q1
$605K Sell
10,828
-1,386
-11% -$77.4K 0.7% 47
2020
Q4
$503K Buy
+12,214
New +$503K 0.58% 56