Walled Lake Planning & Wealth Management’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 | $722K | Buy |
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|
2025
Q1 | $747K | Sell |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $507K | Buy |
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|
2024
Q1 | $383K | Buy |
|
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $381K | Buy |
|
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $369K | Buy |
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|
2021
Q4 | $271K | Sell |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $195K | Buy |
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|
2020
Q3 | $161K | Buy |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | $174K | Buy |
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|
2019
Q4 | $317K | Buy |
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