Optivise 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	$527K	Buy	4,892 +246	+5%	+$26.5K	0.27%	91
2025 Q1	$553K	Buy	4,646 +449	+11%	+$53.4K	0.31%	77
2024 Q4	$451K	Sell	4,197 -369	-8%	-$39.7K	0.24%	96
2024 Q3	$535K	Sell	4,566 -507	-10%	-$59.4K	0.28%	75
2024 Q2	$584K	Buy	+5,073	New	+$584K	0.32%	74