TriaGen Wealth Management’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.71M	Buy	10,076 +114	+1%	+$16.6K	0.47%	49
2025 Q4	$1.2M	Sell	9,962 -651	-6%	-$75.5K	0.31%	73
2025 Q3	$1.2M	Sell	10,613 -666	-6%	-$74K	0.31%	80
2025 Q2	$1.22M	Buy	11,279 +1,019	+10%	+$109K	0.37%	70
2025 Q1	$1.22M	Buy	10,260 +6	+0.1%	+$664	0.43%	58
2024 Q4	$1.1M	Buy	10,254 +400	+4%	+$46.8K	0.37%	65
2024 Q3	$1.16M	Sell	9,854 -3	-0%	-$346	0.39%	67
2024 Q2	$1.13M	Sell	9,857 -5	-0.1%	-$582	0.44%	61
2024 Q1	$1.15M	Sell	9,862 -5	-0.1%	-$523	0.48%	58
2023 Q4	$987K	Sell	9,867 -13	-0.1%	-$1.37K	0.47%	58
2023 Q3	$1.16M	Sell	9,880 -23	-0.2%	-$2.52K	0.59%	53
2023 Q2	$1.06M	Sell	9,903 -57	-0.6%	-$6.22K	0.49%	65
2023 Q1	$1.09M	Sell	9,960 -418	-4%	-$46.2K	0.55%	53
2022 Q4	$1.14M	Hold	10,378	–	–	0.64%	46
2022 Q3	$906K	Buy	10,378 +307	+3%	+$28K	0.5%	55
2022 Q2	$862K	Sell	10,071 -99	-1%	-$8.93K	0.61%	45
2022 Q1	$840K	Buy	10,170 +805	+9%	+$62.6K	0.44%	65
2021 Q4	$573K	Buy	9,365 +16	+0.2%	+$1K	0.28%	91
2021 Q3	$550K	Hold	9,349	–	–	0.3%	93
2021 Q2	$538K	Sell	9,349 -100	-1%	-$5.97K	0.28%	98
2021 Q1	$528K	Sell	9,449 -12,395	-57%	-$650K	0.3%	90
2020 Q4	$900K	Buy	+21,844	New	+$819K	0.53%	64