Holos Integrated Wealth’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	$524K	Sell	4,906 -145	-3%	-$15.5K	0.32%	43
2025 Q1	$601K	Sell	5,051 -225	-4%	-$26.8K	0.39%	40
2024 Q4	$568K	Buy	+5,276	New	+$568K	0.39%	36