Wealth Advisors of Iowa’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $380K | Buy |
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|
2025
Q4 | $241K | Sell |
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|
2025
Q3 | $257K | Buy |
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|
2025
Q2 | $214K | Sell |
|
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|
2025
Q1 | $261K | Buy |
|
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|
2024
Q4 | $235K | Buy |
|
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $245K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $453K | Buy |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $224K | Buy |
|
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $245K | Buy |
|