AWA
Alaska Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
5,239
+82
| +2% | +$8.84K | 0.08% | 47 |
|
|
2025
Q1 | $613K | Sell |
5,157
-2
| -0% | -$238 | 0.1% | 40 |
|
|
2024
Q4 | $555K | Sell |
5,159
-187
| -3% | -$20.1K | 0.09% | 41 |
|
|
2024
Q3 | $627K | Sell |
5,346
-148
| -3% | -$17.3K | 0.09% | 39 |
|
|
2024
Q2 | $633K | Sell |
5,494
-45
| -0.8% | -$5.18K | 0.1% | 41 |
|
|
2024
Q1 | $644K | Buy |
5,539
+1,066
| +24% | +$124K | 0.1% | 40 |
|
|
2023
Q4 | $447K | Hold |
4,473
| – | – | 0.07% | 46 |
|
|
2023
Q3 | $526K | Buy |
4,473
+320
| +8% | +$37.6K | 0.08% | 39 |
|
|
2023
Q2 | $445K | Sell |
4,153
-400
| -9% | -$42.9K | 0.07% | 46 |
|
|
2023
Q1 | $499K | Buy |
4,553
+21
| +0.5% | +$2.3K | 0.08% | 40 |
|
|
2022
Q4 | $500K | Sell |
4,532
-24
| -0.5% | -$2.65K | 0.09% | 42 |
|
|
2022
Q3 | $398K | Buy |
4,556
+286
| +7% | +$25K | 0.08% | 43 |
|
|
2022
Q2 | $366K | Buy |
4,270
+83
| +2% | +$7.11K | 0.07% | 42 |
|
|
2022
Q1 | $346K | Sell |
4,187
-433
| -9% | -$35.8K | 0.06% | 39 |
|
|
2021
Q4 | $283K | Sell |
4,620
-265
| -5% | -$16.2K | 0.05% | 44 |
|
|
2021
Q3 | $287K | Buy |
4,885
+163
| +3% | +$9.58K | 0.06% | 40 |
|
|
2021
Q2 | $298K | Sell |
4,722
-2,947
| -38% | -$186K | 0.06% | 39 |
|
|
2021
Q1 | $428K | Buy |
7,669
+1,032
| +16% | +$57.6K | 0.08% | 36 |
|
|
2020
Q4 | $274K | Sell |
6,637
-333
| -5% | -$13.7K | 0.06% | 47 |
|
|
2020
Q3 | $239K | Buy |
6,970
+35
| +0.5% | +$1.2K | 0.05% | 49 |
|
|
2020
Q2 | $310K | Buy |
6,935
+48
| +0.7% | +$2.15K | 0.07% | 44 |
|
|
2020
Q1 | $261K | Sell |
6,887
-757
| -10% | -$28.7K | 0.07% | 48 |
|
|
2019
Q4 | $533K | Buy |
+7,644
| New | +$533K | 0.09% | 40 |
|
|
2019
Q3 | – | Sell |
-5,160
| Closed | -$417K | – | 65 |
|
|
2019
Q2 | $417K | Hold |
5,160
| – | – | 0.04% | 48 |
|
|
2019
Q1 | $417K | Hold |
5,160
| – | – | 0.04% | 48 |
|
|
2018
Q4 | $352K | Buy |
5,160
+1,066
| +26% | +$72.7K | 0.11% | 43 |
|
|
2018
Q3 | $348K | Buy |
4,094
+400
| +11% | +$34K | 0.1% | 38 |
|
|
2018
Q2 | $305K | Hold |
3,694
| – | – | 0.1% | 38 |
|
|
2018
Q1 | $275K | Hold |
3,694
| – | – | 0.1% | 39 |
|
|
2017
Q4 | $308K | Buy |
+3,694
| New | +$308K | 0.11% | 36 |
|