Sweet Financial Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $685K | Sell |
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|
2024
Q1 | $734K | Sell |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $732K | Buy |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $201K | Buy |
|