Gitterman 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
$806K Buy
7,479
+9
+0.1% +$970 0.19% 23
2025
Q1
$888K Hold
7,470
0.24% 20
2024
Q4
$803K Buy
7,470
+15
+0.2% +$1.61K 0.34% 19
2024
Q3
$874K Buy
+7,455
New +$874K 0.36% 18