PRI
Prepared Retirement Institute’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Sell |
6,924
-326
| -4% | -$35.1K | 0.44% | 31 |
|
|
2025
Q1 | $862K | Sell |
7,250
-575
| -7% | -$68.4K | 0.55% | 26 |
|
|
2024
Q4 | $842K | Buy |
7,825
+28
| +0.4% | +$3.01K | 0.48% | 27 |
|
|
2024
Q3 | $914K | Sell |
7,797
-157
| -2% | -$18.4K | 0.55% | 26 |
|
|
2024
Q2 | $916K | Buy |
7,954
+40
| +0.5% | +$4.61K | 0.61% | 24 |
|
|
2024
Q1 | $920K | Sell |
7,914
-2,995
| -27% | -$348K | 0.69% | 21 |
|
|
2023
Q4 | $1.09M | Buy |
+10,909
| New | +$1.09M | 0.82% | 20 |
|