Ruedi Wealth Management’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 | $310K | Hold |
2,874
| – | – | 0.09% | 49 |
|
|
2025
Q1 | $342K | Hold |
2,874
| – | – | 0.11% | 43 |
|
|
2024
Q4 | $309K | Hold |
2,874
| – | – | 0.1% | 43 |
|
|
2024
Q3 | $337K | Sell |
2,874
-218
| -7% | -$25.6K | 0.12% | 43 |
|
|
2024
Q2 | $356K | Hold |
3,092
| – | – | 0.14% | 42 |
|
|
2024
Q1 | $359K | Hold |
3,092
| – | – | 0.15% | 40 |
|
|
2023
Q4 | $309K | Hold |
3,092
| – | – | 0.15% | 40 |
|
|
2023
Q3 | $364K | Buy |
3,092
+88
| +3% | +$10.3K | 0.21% | 31 |
|
|
2023
Q2 | $322K | Hold |
3,004
| – | – | 0.19% | 31 |
|
|
2023
Q1 | $329K | Hold |
3,004
| – | – | 0.21% | 31 |
|
|
2022
Q4 | $331K | Buy |
+3,004
| New | +$331K | 0.23% | 30 |
|