Northeast Planning Associates NH’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	$295K	Sell	2,741 -15	-0.5%	-$1.62K	0.27%	38
2025 Q1	$328K	Sell	2,756 -51	-2%	-$6.07K	0.27%	38
2024 Q4	$302K	Buy	+2,807	New	+$302K	0.31%	38