Waterford Advisors’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 | $291K | Buy |
|
|||||
|
2025
Q1 | $321K | Sell |
|
|||||
|
2024
Q4 | $301K | Hold |
|
|||||
|
2024
Q3 | $329K | Hold |
|
|||||
|
2024
Q2 | $323K | Hold |
|
|||||
|
2024
Q1 | $326K | Hold |
|
|||||
|
2023
Q4 | $280K | Hold |
|
|||||
|
2023
Q3 | $330K | Sell |
|
|||||
|
2023
Q2 | $322K | Sell |
|
|||||
|
2023
Q1 | $355K | Sell |
|
|||||
|
2022
Q4 | $381K | Buy |
|