Wealth Advisors Northwest’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
$474K Hold
4,398
0.25% 39
2025
Q1
$523K Sell
4,398
-167
-4% -$19.9K 0.33% 33
2024
Q4
$491K Buy
+4,565
New +$491K 0.33% 33