Levy Wealth Management Group’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$203K Sell
2024
Q1
$227K Hold
2023
Q4
$227K Buy
2023
Q3
$265K Sell
2023
Q2
$434K Buy
2023
Q1
$442K Buy
2022
Q4
$256K Buy
2022
Q3
$203K Sell
2022
Q2
$209K Buy