AEPWM
Atlantic Edge Private Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Sell |
1,642
-100
| -6% | -$10.8K | 0.05% | 136 |
|
|
2025
Q1 | $207K | Sell |
1,742
-100
| -5% | -$11.9K | 0.06% | 124 |
|
|
2024
Q4 | $198K | Hold |
1,842
| – | – | 0.06% | 126 |
|
|
2024
Q3 | $216K | Buy |
1,842
+34
| +2% | +$3.99K | 0.07% | 129 |
|
|
2024
Q2 | $208K | Sell |
1,808
-225
| -11% | -$25.9K | 0.07% | 121 |
|
|
2024
Q1 | $236K | Sell |
2,033
-400
| -16% | -$46.5K | 0.08% | 118 |
|
|
2023
Q4 | $243K | Buy |
+2,433
| New | +$243K | 0.1% | 113 |
|