Strategic Planning Group’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,844	Closed	-$1.49M	–	119
2024 Q1	$1.49M	Buy	12,844 +2,412	+23%	+$280K	0.37%	70
2023 Q4	$1.04M	Buy	+10,432	New	+$1.04M	0.35%	80