Prosperity Wealth Management’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
$1.27M Buy
11,741
+316
+3% +$34.1K 0.47% 41
2025
Q1
$1.36M Sell
11,425
-1,151
-9% -$137K 0.64% 30
2024
Q4
$1.35M Buy
12,576
+70
+0.6% +$7.53K 0.56% 29
2024
Q3
$1.47M Sell
12,506
-1,260
-9% -$148K 0.59% 28
2024
Q2
$1.58M Buy
13,766
+1,128
+9% +$130K 0.78% 25
2024
Q1
$1.47M Buy
12,638
+606
+5% +$70.4K 0.7% 26
2023
Q4
$1.2M Sell
12,032
-565
-4% -$56.5K 0.78% 24
2023
Q3
$1.48M Buy
12,597
+62
+0.5% +$7.29K 0.95% 16
2023
Q2
$1.34M Buy
12,535
+440
+4% +$47.2K 0.87% 18
2023
Q1
$1.33M Buy
12,095
+13
+0.1% +$1.43K 1.05% 20
2022
Q4
$1.33M Buy
+12,082
New +$1.33M 1.26% 19