AWA
Amplius Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
6,500
-1,130
| -15% | -$122K | 0.07% | 97 |
|
|
2025
Q1 | $907K | Sell |
7,630
-251
| -3% | -$29.9K | 0.09% | 78 |
|
|
2024
Q4 | $848K | Buy |
7,881
+204
| +3% | +$21.9K | 0.09% | 79 |
|
|
2024
Q3 | $900K | Sell |
7,677
-49
| -0.6% | -$5.74K | 0.1% | 75 |
|
|
2024
Q2 | $889K | Sell |
7,726
-1,616
| -17% | -$186K | 0.1% | 76 |
|
|
2024
Q1 | $1.09M | Buy |
9,342
+730
| +8% | +$84.9K | 0.12% | 70 |
|
|
2023
Q4 | $861K | Sell |
8,612
-283
| -3% | -$28.3K | 0.1% | 69 |
|
|
2023
Q3 | $1.05M | Sell |
8,895
-3,779
| -30% | -$444K | 0.14% | 65 |
|
|
2023
Q2 | $1.36M | Buy |
12,674
+796
| +7% | +$85.4K | 0.18% | 59 |
|
|
2023
Q1 | $1.3M | Buy |
11,878
+584
| +5% | +$64K | 0.19% | 59 |
|
|
2022
Q4 | $1.25M | Buy |
11,294
+2,124
| +23% | +$234K | 0.2% | 59 |
|
|
2022
Q3 | $801K | Sell |
9,170
-209
| -2% | -$18.3K | 0.14% | 66 |
|
|
2022
Q2 | $803K | Sell |
9,379
-29
| -0.3% | -$2.48K | 0.13% | 66 |
|
|
2022
Q1 | $777K | Sell |
9,408
-654
| -6% | -$54K | 0.12% | 72 |
|
|
2021
Q4 | $615K | Buy |
+10,062
| New | +$615K | 0.08% | 93 |
|