Base Wealth Management LLC’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
$406K Sell
3,766
-51
-1% -$5.5K 0.26% 42
2025
Q1
$454K Buy
+3,817
New +$454K 0.35% 39