Ulland Investment 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
Q2 | $612K | Sell |
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|
2025
Q1 | $739K | Sell |
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|
2024
Q4 | $754K | Sell |
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|
2024
Q3 | $825K | Sell |
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|
2024
Q2 | $872K | Buy |
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|
2024
Q1 | $55K | Buy |
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|
2023
Q4 | $43K | Hold |
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|
2023
Q3 | $50K | Hold |
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|
2023
Q2 | $46K | Hold |
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|
2023
Q1 | $47K | Hold |
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|
2022
Q4 | $47K | Buy |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $16K | Buy |
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