Total Wealth Planning’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
Q4 | – | Sell |
|
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|
2025
Q3 | $386K | Hold |
|
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|
2025
Q2 | $369K | Buy |
|
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|
2025
Q1 | $273K | Buy |
|
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|
2024
Q4 | $246K | Sell |
|
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|
2024
Q3 | $274K | Hold |
|
|||||
|
2024
Q2 | $272K | Sell |
|
|||||
|
2024
Q1 | $385K | Buy |
|
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|
2023
Q4 | $329K | Buy |
|
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|
2023
Q3 | $385K | Buy |
|
|||||
|
2023
Q2 | $256K | Hold |
|
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|
2023
Q1 | $262K | Hold |
|
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|
2022
Q4 | $263K | Sell |
|
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|
2022
Q3 | $243K | Buy |
|
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|
2022
Q2 | $236K | Sell |
|
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|
2022
Q1 | $235K | Buy |
|