MWA
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MN Wealth Advisors’s Exxon Mobil XOM Stock Holding History

MN Wealth Advisors’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,669
Closed -$422K – 106
2024
Q2 		$422K Buy
3,669
+475
+15% +$54.7K 0.25% 72
2024
Q1 		$371K Buy
+3,194
New +$371K 0.23% 71