AWA
Aletheian Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
4,963
+414
| +9% | +$44.6K | 0.26% | 55 |
|
|
2025
Q1 | $541K | Buy |
4,549
+970
| +27% | +$115K | 0.3% | 53 |
|
|
2024
Q4 | $385K | Sell |
3,579
-637
| -15% | -$68.5K | 0.23% | 60 |
|
|
2024
Q3 | $494K | Sell |
4,216
-5,619
| -57% | -$659K | 0.29% | 53 |
|
|
2024
Q2 | $1.13M | Buy |
9,835
+1,198
| +14% | +$138K | 0.6% | 39 |
|
|
2024
Q1 | $1M | Buy |
8,637
+983
| +13% | +$114K | 0.54% | 43 |
|
|
2023
Q4 | $765K | Sell |
7,654
-294
| -4% | -$29.4K | 0.51% | 48 |
|
|
2023
Q3 | $935K | Sell |
7,948
-505
| -6% | -$59.4K | 0.72% | 36 |
|
|
2023
Q2 | $907K | Buy |
8,453
+5,690
| +206% | +$610K | 0.62% | 41 |
|
|
2023
Q1 | $303K | Buy |
2,763
+650
| +31% | +$71.3K | 0.27% | 52 |
|
|
2022
Q4 | $233K | Buy |
+2,113
| New | +$233K | 0.2% | 75 |
|