Heritage Wealth Management (Arizona)’s Exxon Mobil XOM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$279K	Buy
2024 Q1	$280K	Buy
2022 Q4	$786K	Buy
2022 Q3	$293K	Buy
2022 Q2	$261K	Buy
2022 Q1	$224K	Buy
2021 Q3	$173K	Sell
2021 Q2	$186K	Sell
2021 Q1	$169K	Buy