IronBridge Private Wealth’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
$431K Sell
2025
Q2
$422K Sell
2025
Q1
$467K Sell
2024
Q4
$6.94M Sell
2024
Q3
$7.67M Sell
2024
Q2
$7.85M Buy
2024
Q1
$7.59M Buy
2023
Q4
$6.26M Buy
2023
Q3
$4.54M Buy
2023
Q2
$4.1M Buy
2023
Q1
$1.96M Buy
2022
Q4
$377K Hold
2022
Q3
$299K Sell
2022
Q2
$324K Buy
2022
Q1
$312K Sell
2021
Q4
$369K Buy
2021
Q3
$201K Buy
2021
Q2
$215K Buy
2021
Q1
$191K Buy
2020
Q4
$141K Buy