Trueblood Wealth 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 | $1.52M | Buy |
14,074
+65
| +0.5% | +$7.01K | 0.63% | 43 |
|
2025
Q1 | $1.67M | Buy |
14,009
+109
| +0.8% | +$13K | 0.77% | 30 |
|
2024
Q4 | $1.5M | Sell |
13,900
-229
| -2% | -$24.6K | 0.74% | 31 |
|
2024
Q3 | $1.66M | Sell |
14,129
-1,435
| -9% | -$168K | 0.83% | 27 |
|
2024
Q2 | $1.79M | Buy |
15,564
+199
| +1% | +$22.9K | 1.01% | 17 |
|
2024
Q1 | $1.79M | Sell |
15,365
-1,863
| -11% | -$217K | 1.02% | 16 |
|
2023
Q4 | $1.72M | Buy |
+17,228
| New | +$1.72M | 1.08% | 14 |
|