AWA
Aaron Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
28,167
+103
| +0.4% | +$11.1K | 0.31% | 48 |
|
|
2025
Q1 | $3.34M | Buy |
28,064
+1,189
| +4% | +$141K | 0.38% | 37 |
|
|
2024
Q4 | $2.89M | Sell |
26,875
-44
| -0.2% | -$4.73K | 0.34% | 40 |
|
|
2024
Q3 | $3.16M | Buy |
26,919
+4,973
| +23% | +$583K | 0.38% | 39 |
|
|
2024
Q2 | $2.53M | Buy |
21,946
+1,719
| +8% | +$198K | 0.35% | 43 |
|
|
2024
Q1 | $2.35M | Buy |
20,227
+6,262
| +45% | +$728K | 0.34% | 43 |
|
|
2023
Q4 | $1.4M | Sell |
13,965
-1,143
| -8% | -$114K | 0.23% | 59 |
|
|
2023
Q3 | $1.78M | Buy |
15,108
+439
| +3% | +$51.6K | 0.23% | 63 |
|
|
2023
Q2 | $1.57M | Buy |
14,669
+212
| +1% | +$22.7K | 0.2% | 73 |
|
|
2023
Q1 | $1.59M | Buy |
14,457
+1,445
| +11% | +$158K | 0.22% | 72 |
|
|
2022
Q4 | $1.44M | Buy |
13,012
+9,608
| +282% | +$1.06M | 0.21% | 76 |
|
|
2022
Q3 | $297K | Buy |
+3,404
| New | +$297K | 0.05% | 170 |
|
|
2022
Q2 | – | Sell |
-107,779
| Closed | -$1.31M | – | 862 |
|
|
2022
Q1 | $1.31M | Buy |
+107,779
| New | +$1.31M | 0.02% | 304 |
|