WMG Financial Advisors’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 | $969K | Buy |
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|
2025
Q2 | $888K | Sell |
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|
2025
Q1 | $980K | Sell |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $964K | Buy |
|
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|
2024
Q2 | $874K | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $846K | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.03M | Sell |
|
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $973K | Sell |
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|
2021
Q4 | $782K | Buy |
|