Wrenne Financial Planning’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,822
Closed -$217K 48
2025
Q1
$217K Buy
+1,822
New +$217K 0.12% 39
2024
Q4
Sell
-1,821
Closed -$213K 45
2024
Q3
$213K Buy
1,821
+80
+5% +$9.38K 0.13% 42
2024
Q2
$200K Buy
+1,741
New +$200K 0.14% 41