Mosley Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $934K | Buy |
8,594
+1,440
| +20% | +$156K | 0.58% | 38 |
|
|
2024
Q3 | $859K | Buy |
7,154
+906
| +15% | +$109K | 0.59% | 34 |
|
|
2024
Q2 | $719K | Sell |
6,248
-495
| -7% | -$57K | 0.61% | 33 |
|
|
2024
Q1 | $784K | Sell |
6,743
-214
| -3% | -$24.9K | 0.74% | 29 |
|
|
2023
Q4 | $696K | Buy |
+6,957
| New | +$696K | 0.69% | 32 |
|