Willow Creek Wealth Management’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 | $285K | Buy |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $302K | Hold |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Buy |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $255K | Sell |
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|
2018
Q4 | $238K | Sell |
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|
2018
Q3 | $304K | Sell |
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|
2018
Q2 | $371K | Sell |
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|
2018
Q1 | $365K | Buy |
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