Von Berge Wealth Management Group’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 | $1.1M | Sell |
10,180
-1,995
| -16% | -$217K | 0.62% | 30 |
|
|
2025
Q1 | $1.32M | Sell |
12,175
-995
| -8% | -$108K | 0.85% | 25 |
|
|
2024
Q4 | $1.44M | Sell |
13,170
-994
| -7% | -$109K | 0.87% | 25 |
|
|
2024
Q3 | $1.71M | Buy |
14,164
+5
| +0% | +$605 | 1.06% | 22 |
|
|
2024
Q2 | $1.63M | Sell |
14,159
-2,300
| -14% | -$264K | 1.03% | 22 |
|
|
2024
Q1 | $1.91M | Hold |
16,459
| – | – | 1.23% | 19 |
|
|
2023
Q4 | $1.65M | Sell |
16,459
-1,200
| -7% | -$120K | 1.26% | 19 |
|
|
2023
Q3 | $2.08M | Hold |
17,659
| – | – | 1.77% | 18 |
|
|
2023
Q2 | $1.89M | Hold |
17,659
| – | – | 1.57% | 19 |
|
|
2023
Q1 | $2.05M | Sell |
17,659
-100
| -0.6% | -$11.6K | 1.83% | 18 |
|
|
2022
Q4 | $2.05M | Sell |
17,759
-1,228
| -6% | -$142K | 1.85% | 18 |
|
|
2022
Q3 | $1.88M | Sell |
18,987
-450
| -2% | -$44.5K | 2% | 17 |
|
|
2022
Q2 | $1.65M | Sell |
19,437
-249
| -1% | -$21.1K | 1.71% | 18 |
|
|
2022
Q1 | $1.73M | Sell |
19,686
-284
| -1% | -$24.9K | 1.58% | 18 |
|
|
2021
Q4 | $1.52M | Buy |
+19,970
| New | +$1.52M | 1.4% | 19 |
|