Zimmermann Investment Management & Planning’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
Sell
2024
Q3
$464K Sell
2024
Q2
$471K Buy
2024
Q1
$446K Hold
2023
Q4
$383K Buy
2023
Q3
$431K Hold
2023
Q2
$393K Buy
2023
Q1
$392K Buy
2022
Q4
$389K Buy
2022
Q3
$306K Hold
2022
Q2
$300K Buy
2022
Q1
$277K Hold
2021
Q4
$205K Buy