Planned Solutions’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 | $443K | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $426K | Sell |
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|
2024
Q3 | $479K | Buy |
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|
2024
Q2 | $401K | Buy |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $223K | Hold |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $234K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $6K | Buy |
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