Sterling 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 | $1.16M | Buy |
+10,738
| New | +$1.16M | 0.39% | 37 |
|
2024
Q4 | $1.17M | Sell |
10,894
-246
| -2% | -$26.5K | 0.43% | 35 |
|
2024
Q3 | $1.31M | Buy |
11,140
+246
| +2% | +$28.8K | 0.49% | 35 |
|
2024
Q2 | $1.25M | Buy |
10,894
+181
| +2% | +$20.8K | 0.6% | 30 |
|
2024
Q1 | $1.25M | Buy |
10,713
+4,643
| +76% | +$540K | 0.62% | 27 |
|
2023
Q4 | $607K | Buy |
+6,070
| New | +$607K | 0.34% | 43 |
|