N.E.W. Advisory 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
$367K Sell
3,404
-454
-12% -$48.9K 0.04% 135
2025
Q1
$459K Buy
3,858
+121
+3% +$14.4K 0.04% 138
2024
Q4
$402K Sell
3,737
-364
-9% -$39.1K 0.04% 129
2024
Q3
$481K Sell
4,101
-137
-3% -$16.1K 0.05% 112
2024
Q2
$488K Sell
4,238
-334
-7% -$38.4K 0.05% 102
2024
Q1
$531K Sell
4,572
-3
-0.1% -$349 0.06% 97
2023
Q4
$457K Sell
4,575
-17
-0.4% -$1.7K 0.06% 104
2023
Q3
$540K Buy
4,592
+509
+12% +$59.9K 0.08% 91
2023
Q2
$438K Buy
4,083
+49
+1% +$5.26K 0.06% 89
2023
Q1
$442K Buy
4,034
+449
+13% +$49.2K 0.06% 89
2022
Q4
$396K Sell
3,585
-96
-3% -$10.6K 0.06% 91
2022
Q3
$321K Sell
3,681
-212
-5% -$18.5K 0.06% 94
2022
Q2
$333K Buy
+3,893
New +$333K 0.06% 93