Mosaic Financial Group’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 | $668K | Sell |
6,194
-427
| -6% | -$46.1K | 0.51% | 47 |
|
|
2025
Q1 | $787K | Sell |
6,621
-239
| -3% | -$28.4K | 0.64% | 41 |
|
|
2024
Q4 | $738K | Sell |
6,860
-1,305
| -16% | -$140K | 0.53% | 44 |
|
|
2024
Q3 | $957K | Buy |
8,165
+157
| +2% | +$18.4K | 0.68% | 38 |
|
|
2024
Q2 | $922K | Buy |
8,008
+487
| +6% | +$56.1K | 0.66% | 40 |
|
|
2024
Q1 | $874K | Buy |
+7,521
| New | +$874K | 0.7% | 38 |
|