Veridan Wealth’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$339K Buy
2,849
+51
+2% +$6.07K 0.15% 60
2024
Q4
$300K Buy
+2,798
New +$300K 0.14% 68
2024
Q2
$272K Buy
+2,526
New +$272K 0.11% 69