Life Planning Partners’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$209K Buy
2024
Q1
Sell
2023
Q4
$116K Buy
2022
Q3
$186K Hold
2022
Q2
$182K Hold
2022
Q1
$175K Hold
2021
Q4
$130K Buy