N.E.W. Advisory Services’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$385K Buy
2025
Q2
$367K Sell
2025
Q1
$459K Buy
2024
Q4
$402K Sell
2024
Q3
$481K Sell
2024
Q2
$488K Sell
2024
Q1
$531K Sell
2023
Q4
$457K Sell
2023
Q3
$540K Buy
2023
Q2
$438K Buy
2023
Q1
$442K Buy
2022
Q4
$396K Sell
2022
Q3
$321K Sell
2022
Q2
$333K Buy