AWS
Aspen Wealth Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
3,131
+169
| +6% | +$18.2K | 0.2% | 62 |
|
|
2025
Q1 | $352K | Buy |
2,962
+77
| +3% | +$9.16K | 0.23% | 56 |
|
|
2024
Q4 | $310K | Sell |
2,885
-805
| -22% | -$86.6K | 0.2% | 59 |
|
|
2024
Q3 | $433K | Sell |
3,690
-18
| -0.5% | -$2.11K | 0.28% | 54 |
|
|
2024
Q2 | $436K | Buy |
3,708
+221
| +6% | +$26K | 0.3% | 48 |
|
|
2024
Q1 | $405K | Buy |
3,487
+31
| +0.9% | +$3.6K | 0.28% | 52 |
|
|
2023
Q4 | $346K | Buy |
3,456
+5
| +0.1% | +$500 | 0.25% | 56 |
|
|
2023
Q3 | $405K | Buy |
3,451
+210
| +6% | +$24.6K | 0.32% | 40 |
|
|
2023
Q2 | $348K | Sell |
3,241
-322
| -9% | -$34.5K | 0.26% | 48 |
|
|
2023
Q1 | $391K | Buy |
3,563
+250
| +8% | +$27.4K | 0.3% | 49 |
|
|
2022
Q4 | $365K | Buy |
+3,313
| New | +$365K | 0.29% | 48 |
|