Rooted Wealth 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 | $801K | Buy |
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|
2025
Q2 | $692K | Buy |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $267K | Buy |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $244K | Buy |
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