Maia Wealth’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 | $1.16M | Buy |
10,732
+1,611
| +18% | +$174K | 0.22% | 119 |
|
|
2025
Q1 | $943K | Sell |
9,121
-379
| -4% | -$39.2K | 0.21% | 114 |
|
|
2024
Q4 | $1.05M | Buy |
9,500
+1,224
| +15% | +$135K | 0.23% | 99 |
|
|
2024
Q3 | $990K | Buy |
8,276
+1,467
| +22% | +$175K | 0.24% | 87 |
|
|
2024
Q2 | $784K | Buy |
+6,809
| New | +$784K | 0.24% | 89 |
|
|
2023
Q4 | $558K | Buy |
+5,585
| New | +$558K | 0.23% | 86 |
|