One Charles Private Wealth 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
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.43M | Hold |
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|
2024
Q2 | $1.4M | Hold |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $737K | Sell |
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|
2021
Q3 | $744K | Sell |
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|
2021
Q2 | $814K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $615K | Buy |
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|
2020
Q1 | $509K | Sell |
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|
2019
Q4 | $949K | Buy |
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