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KDK Private Wealth Management’s Exxon Mobil XOM Stock Holding History

KDK Private Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$737K Buy
6,837
+820
+14% +$88.4K 0.79% 24
2025
Q1 		$716K Sell
6,017
-148
-2% -$17.6K 0.82% 24
2024
Q4 		$663K Buy
+6,165
New +$663K 0.69% 26