One Wealth Advisors’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 | $284K | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $556K | Buy |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $91K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1K | Buy |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $116K | Buy |
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