ML&R Wealth Management’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
Q1
$1.85M Sell
2023
Q4
$1.59M Buy
2023
Q3
$1.28M Sell
2023
Q2
$3.06M Buy
2023
Q1
$1.19M Sell
2022
Q4
$1.22M Sell
2022
Q3
$977K Sell
2022
Q2
$1.01M Buy
2022
Q1
$735K Buy
2021
Q4
$419K Buy