Trajan Wealth’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,997	Closed	-$538K	–	190
2024 Q4	$538K	Hold	4,997	–	–	0.03%	126
2024 Q3	$586K	Sell	4,997 -56	-1%	-$6.56K	0.03%	121
2024 Q2	$582K	Buy	+5,053	New	+$582K	0.04%	123