True Link Financial Advisors’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 | $255K | Sell |
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|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.12M | Hold |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.19M | Hold |
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|
2022
Q3 | $940K | Hold |
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|
2022
Q2 | $922K | Sell |
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|
2022
Q1 | $924K | Sell |
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|
2021
Q4 | $721K | Buy |
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|
2021
Q3 | $60K | Buy |
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|
2021
Q2 | $28K | Sell |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $183K | Buy |
|