AWM
Ariadne Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
1,879
-191
| -9% | -$20.6K | 0.1% | 205 |
|
|
2025
Q1 | $222K | Sell |
2,070
-43
| -2% | -$4.61K | 0.12% | 190 |
|
|
2024
Q4 | $234K | Sell |
2,113
-199
| -9% | -$22.1K | 0.11% | 188 |
|
|
2024
Q3 | $280K | Sell |
2,312
-852
| -27% | -$103K | 0.15% | 142 |
|
|
2024
Q2 | $364K | Buy |
+3,164
| New | +$364K | 0.28% | 83 |
|