WFA of San Diego’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 | $1.28M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.27M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $908K | Sell |
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|
2021
Q4 | $740K | Sell |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $798K | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $41 | Buy |
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|
2020
Q3 | $713K | Sell |
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|
2020
Q2 | $4.37M | Buy |
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