Waller Financial Planning Group’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
Q3 | $454K | Hold |
|
|||||
|
2025
Q2 | $434K | Sell |
|
|||||
|
2025
Q1 | $570K | Buy |
|
|||||
|
2024
Q4 | $380K | Buy |
|
|||||
|
2024
Q3 | $374K | Buy |
|
|||||
|
2024
Q2 | $290K | Sell |
|
|||||
|
2024
Q1 | $299K | Buy |
|
|||||
|
2023
Q4 | $223K | Buy |
|
|||||
|
2023
Q3 | $252K | Sell |
|
|||||
|
2023
Q2 | $233K | Buy |
|
|||||
|
2023
Q1 | $208K | Hold |
|
|||||
|
2022
Q4 | $210K | Buy |
|