Zynergy Retirement 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	-443	Closed	-$47.7K	–	112
2025 Q1	$47.7K	Buy	443 +100	+29%	+$10.8K	0.03%	46
2024 Q4	$40.2K	Hold	343	–	–	0.03%	45
2024 Q3	$40.2K	Sell	343 -80	-19%	-$9.38K	0.03%	45
2024 Q2	$48.7K	Buy	+423	New	+$48.7K	0.04%	38