Redwood Wealth Management Group’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
$2.47M Sell
22,886
-441
-2% -$47.5K 1.11% 25
2025
Q1
$2.77M Buy
23,327
+93
+0.4% +$11.1K 1.41% 16
2024
Q4
$2.5M Sell
23,234
-416
-2% -$44.8K 1.22% 20
2024
Q3
$2.77M Sell
23,650
-585
-2% -$68.6K 1.37% 17
2024
Q2
$2.79M Buy
24,235
+670
+3% +$77.1K 2.1% 11
2024
Q1
$2.74M Buy
23,565
+106
+0.5% +$12.3K 2.9% 7
2023
Q4
$2.35M Hold
23,459
2.6% 8
2023
Q3
$2.76M Hold
23,459
3.23% 5
2023
Q2
$2.52M Sell
23,459
-300
-1% -$32.2K 2.79% 7
2023
Q1
$2.61M Hold
23,759
2.95% 6
2022
Q4
$2.62M Buy
+23,759
New +$2.62M 3.27% 5