AWM
Austin Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Sell |
6,582
-547
| -8% | -$61.1K | 0.13% | 75 |
|
|
2025
Q1 | $774K | Buy |
7,129
+274
| +4% | +$29.8K | 0.16% | 66 |
|
|
2024
Q4 | $770K | Buy |
6,855
+182
| +3% | +$20.4K | 0.16% | 64 |
|
|
2024
Q3 | $818K | Sell |
6,673
-41
| -0.6% | -$5.03K | 0.18% | 64 |
|
|
2024
Q2 | $760K | Buy |
6,714
+34
| +0.5% | +$3.85K | 0.18% | 63 |
|
|
2024
Q1 | $771K | Buy |
6,680
+1,629
| +32% | +$188K | 0.19% | 62 |
|
|
2023
Q4 | $524K | Sell |
5,051
-654
| -11% | -$67.8K | 0.14% | 73 |
|
|
2023
Q3 | $597K | Buy |
+5,705
| New | +$597K | 0.18% | 63 |
|