Treasure Coast Financial 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
Q3 | $1.09M | Hold |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $934K | Buy |
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|
2024
Q4 | $787K | Sell |
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|
2024
Q3 | $878K | Sell |
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|
2024
Q2 | $863K | Sell |
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|
2024
Q1 | $873K | Buy |
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|
2023
Q4 | $746K | Hold |
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|
2023
Q3 | $878K | Hold |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $799K | Hold |
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|
2022
Q4 | $804K | Hold |
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|
2022
Q3 | $636K | Sell |
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|
2022
Q2 | $647K | Hold |
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|
2022
Q1 | $624K | Sell |
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|
2021
Q4 | $527K | Buy |
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