Sweet Financial Partners’s ExxonMobil 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	5,687 -267	-4%	-$30.8K	0.14%	108
2024 Q2	$685K	Sell	5,954 -357	-6%	-$41.6K	0.16%	98
2024 Q1	$734K	Sell	6,311 -7,830	-55%	-$819K	0.17%	94
2023 Q4	$1.41M	Sell	14,141 -1,184	-8%	-$124K	0.34%	64
2023 Q3	$1.8M	Buy	15,325 +563	+4%	+$61.8K	0.48%	44
2023 Q2	$1.58M	Buy	14,762 +4,988	+51%	+$544K	0.41%	54
2023 Q1	$1.07M	Buy	9,774 +2,679	+38%	+$296K	0.3%	64
2022 Q4	$783K	Sell	7,095 -1,284	-15%	-$138K	0.23%	62
2022 Q3	$732K	Buy	8,379 +6,049	+260%	+$552K	0.23%	61
2022 Q2	$200K	Sell	2,330 -99	-4%	-$8.93K	0.06%	162
2022 Q1	$201K	Buy	+2,429	New	+$189K	0.05%	169