Kolinsky Wealth Management’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$359K	Sell	3,338 -232	-6%	-$27.1K	0.22%	97
2024 Q3	$419K	Sell	3,570 -250	-7%	-$28.9K	0.27%	81
2024 Q2	$440K	Buy	3,820 +309	+9%	+$36K	0.32%	69
2024 Q1	$408K	Buy	3,511 +13	+0.4%	+$1.36K	0.31%	73
2023 Q4	$350K	Sell	3,498 -214	-6%	-$22.5K	0.31%	79
2023 Q3	$437K	Sell	3,712 -36	-1%	-$3.95K	0.43%	52
2023 Q2	$400K	Buy	3,748 +482	+15%	+$52.6K	0.38%	67
2023 Q1	$358K	Sell	3,266 -166	-5%	-$18.4K	0.38%	62
2022 Q4	$379K	Buy	3,432 +65	+2%	+$6.96K	0.43%	56
2022 Q3	$294K	Buy	3,367 +57	+2%	+$5.2K	0.37%	64
2022 Q2	$283K	Buy	+3,310	New	+$299K	0.33%	75