WR Wealth Planners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $868K | Buy |
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|
2024
Q3 | $841K | Sell |
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|
2024
Q2 | $842K | Buy |
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|
2024
Q1 | $849K | Sell |
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|
2023
Q4 | $732K | Buy |
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|
2023
Q3 | $834K | Sell |
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|
2023
Q2 | $773K | Buy |
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|
2023
Q1 | $534K | Buy |
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|
2022
Q4 | $5.74K | Sell |
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|
2022
Q3 | $4.71K | Buy |
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|
2022
Q2 | $3.43K | Buy |
|