Sard 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 | $791K | Buy |
7,340
+98
| +1% | +$10.6K | 0.49% | 21 |
|
|
2025
Q1 | $861K | Sell |
7,242
-13
| -0.2% | -$1.55K | 0.58% | 18 |
|
|
2024
Q4 | $780K | Sell |
7,255
-6
| -0.1% | -$645 | 0.52% | 18 |
|
|
2024
Q3 | $851K | Sell |
7,261
-3,732
| -34% | -$437K | 0.56% | 18 |
|
|
2024
Q2 | $1.27M | Buy |
10,993
+10
| +0.1% | +$1.15K | 0.89% | 15 |
|
|
2024
Q1 | $1.28M | Sell |
10,983
-46
| -0.4% | -$5.35K | 1.15% | 14 |
|
|
2023
Q4 | $1.1M | Buy |
+11,029
| New | +$1.1M | 1.11% | 13 |
|