Waypoint Capital Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,159
Closed -$216K 120
2023
Q4
$216K Buy
+2,159
New +$216K 0.06% 112