Trademark Financial Management’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Sell	2,920 -26	-0.9%	-$2.8K	0.19%	71
2025 Q1	$350K	Buy	2,946 +52	+2%	+$6.18K	0.27%	68
2024 Q4	$311K	Buy	2,894 +226	+8%	+$24.3K	0.25%	72
2024 Q3	$313K	Hold	2,668	–	–	0.25%	71
2024 Q2	$307K	Buy	+2,668	New	+$307K	0.25%	72