Quantum Financial Planning Services’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	$419K	Sell	3,887 -797	-17%	-$85.9K	0.2%	22
2025 Q1	$557K	Buy	4,684 +706	+18%	+$84K	0.3%	13
2024 Q4	$428K	Buy	+3,978	New	+$428K	0.24%	19