PUREfi Wealth’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
$1.1M Buy
10,231
+1,374
+16% +$148K 0.88% 25
2025
Q1
$1.05M Buy
8,857
+1,174
+15% +$140K 1.05% 16
2024
Q4
$826K Buy
+7,683
New +$826K 0.81% 24