Goldstein Advisors’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
Q3
$519K Buy
2025
Q2
$480K Sell
2025
Q1
$589K Buy
2024
Q4
$394K Buy
2024
Q3
$377K Buy
2024
Q2
$312K Sell
2024
Q1
$315K Buy
2023
Q4
Sell
2023
Q3
$224K Buy