Great Waters 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 Q1	–	Sell	-4,168	Closed	-$448K	–	116
2024 Q4	$448K	Sell	4,168 -262	-6%	-$28.2K	0.06%	66
2024 Q3	$519K	Buy	4,430 +106	+2%	+$12.4K	0.07%	60
2024 Q2	$498K	Buy	4,324 +2,566	+146%	+$295K	0.08%	60
2024 Q1	$204K	Buy	+1,758	New	+$204K	0.03%	94