Wipfli Financial Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$2.26M Buy
+25,886
New +$2.26M 0.16% 61
2022
Q2
Sell
-2,542
Closed -$210K 103
2022
Q1
$210K Buy
+2,542
New +$210K 0.02% 94