Physician Wealth Advisors’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 | $209K | Buy |
1,943
+198
| +11% | +$21.3K | 0.03% | 177 |
|
|
2025
Q1 | $207K | Sell |
1,745
-103
| -6% | -$12.2K | 0.04% | 177 |
|
|
2024
Q4 | $199K | Sell |
1,848
-50
| -3% | -$5.38K | 0.03% | 185 |
|
|
2024
Q3 | $228K | Buy |
1,898
+2
| +0.1% | +$241 | 0.04% | 170 |
|
|
2024
Q2 | $220K | Buy |
1,896
+8
| +0.4% | +$928 | 0.04% | 166 |
|
|
2024
Q1 | $224K | Buy |
+1,888
| New | +$224K | 0.05% | 151 |
|