Sound View Wealth Advisors Group’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 | $7.5M | Buy |
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|
2025
Q2 | $6.86M | Buy |
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|
2025
Q1 | $7.44M | Sell |
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|
2024
Q4 | $7.48M | Buy |
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|
2024
Q3 | $7.86M | Buy |
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|
2024
Q2 | $6.9M | Buy |
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|
2024
Q1 | $5.71M | Sell |
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|
2023
Q4 | $5.35M | Sell |
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|
2023
Q3 | $6.31M | Buy |
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|
2023
Q2 | $5.02M | Buy |
|
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|
2023
Q1 | $5.1M | Sell |
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|
2022
Q4 | $5.35M | Buy |
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|
2022
Q3 | $3.11M | Sell |
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|
2022
Q2 | $3.19M | Sell |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $1.78M | Buy |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.73M | Sell |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $3.99M | Sell |
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|
2019
Q3 | $4.11M | Sell |
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|
2019
Q2 | $4.85M | Buy |
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