Vivid 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
2024
Q3
Sell
-2,390
Closed -$275K 77
2024
Q2
$275K Sell
2,390
-2,060
-46% -$237K 0.15% 62
2024
Q1
$517K Sell
4,450
-45
-1% -$5.23K 0.32% 60
2023
Q4
$449K Buy
+4,495
New +$449K 0.31% 61