Strategic Family Wealth Counselors’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
Q2 | $305K | Buy |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $415K | Buy |
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $434K | Hold |
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|
2023
Q3 | $510K | Hold |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $261K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $492K | Sell |
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|
2019
Q2 | $537K | Buy |
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|
2019
Q1 | $565K | Sell |
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|
2018
Q4 | $484K | Buy |
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