GeoWealth 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
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.72M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $3.11M | Sell |
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|
2024
Q2 | $3.13M | Buy |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | $427K | Sell |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $572K | Sell |
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|
2021
Q4 | $594K | Buy |
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|
2021
Q3 | $552K | Sell |
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|
2021
Q2 | $599K | Buy |
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|
2021
Q1 | $456K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $480K | Buy |
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