Quaker 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
$324K Buy
+3,004
New +$324K 0.11% 48
2025
Q1
Hold
0
877
2024
Q3
$328K Buy
+2,799
New +$328K 0.12% 44
2024
Q1
$316K Sell
2,715
-514
-16% -$59.7K 0.13% 38
2023
Q4
$323K Buy
+3,229
New +$323K 0.15% 34