Quantum Financial Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Hold |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $917K | Buy |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $638K | Buy |
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|
2023
Q2 | $373K | Buy |
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|
2023
Q1 | $342K | Hold |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $273K | Buy |
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