Provence Wealth Management Group’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$963K Sell
9,633
-446
-4% -$44.6K 0.52% 44
2023
Q3
$1.19M Buy
10,079
+1,202
+14% +$141K 0.73% 33
2023
Q2
$952K Buy
8,877
+26
+0.3% +$2.79K 0.56% 38
2023
Q1
$971K Buy
8,851
+2,517
+40% +$276K 0.65% 34
2022
Q4
$699K Buy
+6,334
New +$699K 0.57% 40