AWP
Accretive Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
25,576
+263
| +1% | +$28.4K | 0.9% | 33 |
|
|
2025
Q1 | $2.65M | Buy |
25,313
+7,879
| +45% | +$825K | 0.94% | 32 |
|
|
2024
Q4 | $1.88M | Sell |
17,434
-246
| -1% | -$26.5K | 0.8% | 40 |
|
|
2024
Q3 | $2.07M | Sell |
17,680
-382
| -2% | -$44.8K | 0.87% | 35 |
|
|
2024
Q2 | $2.08M | Buy |
18,062
+1,189
| +7% | +$137K | 0.87% | 33 |
|
|
2024
Q1 | $1.96M | Buy |
16,873
+397
| +2% | +$46.1K | 0.87% | 34 |
|
|
2023
Q4 | $1.65M | Sell |
16,476
-172
| -1% | -$17.2K | 0.79% | 40 |
|
|
2023
Q3 | $1.96M | Sell |
16,648
-789
| -5% | -$92.8K | 1.17% | 19 |
|
|
2023
Q2 | $1.87M | Buy |
17,437
+45
| +0.3% | +$4.83K | 1.11% | 21 |
|
|
2023
Q1 | $1.91M | Sell |
17,392
-278
| -2% | -$30.5K | 1.22% | 16 |
|
|
2022
Q4 | $1.95M | Sell |
17,670
-872
| -5% | -$96.2K | 1.34% | 17 |
|
|
2022
Q3 | $1.62M | Sell |
18,542
-302
| -2% | -$26.4K | 1.23% | 19 |
|
|
2022
Q2 | $1.61M | Buy |
18,844
+112
| +0.6% | +$9.59K | 1.17% | 23 |
|
|
2022
Q1 | $1.55M | Buy |
18,732
+663
| +4% | +$54.8K | 0.97% | 26 |
|
|
2021
Q4 | $1.11M | Buy |
+18,069
| New | +$1.11M | 0.7% | 52 |
|