Stonehaven Wealth & Tax Solutions’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	$257K	Sell	2,386 -4	-0.2%	-$431	0.25%	59
2025 Q1	$284K	Sell	2,390 -516	-18%	-$61.4K	0.3%	54
2024 Q4	$313K	Buy	+2,906	New	+$313K	0.34%	67