Welch Capital Partners’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 | $204K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $209K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $304K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $305K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $14K | Buy |
|