AWM
Absher Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,690
| Closed | -$201K | – | 72 |
|
|
2025
Q1 | $201K | Buy |
+1,690
| New | +$201K | 0.03% | 64 |
|
|
2021
Q4 | – | Sell |
-6,977
| Closed | -$410K | – | 64 |
|
|
2021
Q3 | $410K | Sell |
6,977
-620
| -8% | -$36.4K | 0.08% | 50 |
|
|
2021
Q2 | $479K | Sell |
7,597
-1,725
| -19% | -$109K | 0.09% | 53 |
|
|
2021
Q1 | $520K | Sell |
9,322
-300
| -3% | -$16.7K | 0.1% | 48 |
|
|
2020
Q4 | $397K | Sell |
9,622
-1,000
| -9% | -$41.3K | 0.08% | 55 |
|
|
2020
Q3 | $365K | Sell |
10,622
-1,316
| -11% | -$45.2K | 0.09% | 57 |
|
|
2020
Q2 | $534K | Sell |
11,938
-2,444
| -17% | -$109K | 0.14% | 42 |
|
|
2020
Q1 | $546K | Buy |
14,382
+3,919
| +37% | +$149K | 0.17% | 38 |
|
|
2019
Q4 | $676K | Buy |
+10,463
| New | +$676K | 0.17% | 38 |
|