RE Dickinson Investment 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
2024
Q4
$237K Hold
2024
Q3
$25.8K Hold
2024
Q2
$25.3K Hold
2024
Q1
$26K Hold
2023
Q4
$22K Sell
2023
Q3
$63K Hold
2023
Q2
$57K Hold
2023
Q1
$58K Hold
2022
Q4
$59K Buy
2022
Q3
$43K Hold
2022
Q2
$42 Hold
2022
Q1
$41K Hold
2021
Q4
$30K Buy