McCarter Private Wealth Services’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	$896K	Sell	8,311 -1,273	-13%	-$137K	0.51%	44
2025 Q1	$1.14M	Buy	9,584 +150	+2%	+$17.8K	0.75%	35
2024 Q4	$1.01M	Sell	9,434 -37	-0.4%	-$3.98K	0.64%	36
2024 Q3	$1.11M	Buy	+9,471	New	+$1.11M	0.7%	37