JDH 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 Q2	–	Sell	-5,201	Closed	-$619K	–	53
2025 Q1	$619K	Sell	5,201 -109	-2%	-$13K	0.53%	26
2024 Q4	$571K	Buy	+5,310	New	+$571K	0.5%	26