APW
Axim Planning & Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
2,200
-33
| -1% | -$3.56K | 0.22% | 47 |
|
|
2025
Q1 | $266K | Sell |
2,233
-519
| -19% | -$61.7K | 0.24% | 25 |
|
|
2024
Q4 | $296K | Buy |
2,752
+55
| +2% | +$5.92K | 0.32% | 20 |
|
|
2024
Q3 | $316K | Buy |
2,697
+74
| +3% | +$8.67K | 0.36% | 20 |
|
|
2024
Q2 | $302K | Buy |
2,623
+174
| +7% | +$20K | 0.36% | 13 |
|
|
2024
Q1 | $285K | Buy |
2,449
+39
| +2% | +$4.53K | 0.23% | 16 |
|
|
2023
Q4 | $241K | Buy |
2,410
+105
| +5% | +$10.5K | 0.22% | 20 |
|
|
2023
Q3 | $271K | Buy |
2,305
+157
| +7% | +$18.5K | 0.24% | 20 |
|
|
2023
Q2 | $230K | Buy |
2,148
+250
| +13% | +$26.8K | 0.21% | 21 |
|
|
2023
Q1 | $208K | Buy |
+1,898
| New | +$208K | 0.21% | 22 |
|
|
2022
Q4 | – | Sell |
-1,802
| Closed | -$157K | – | 167 |
|
|
2022
Q3 | $157K | Buy |
+1,802
| New | +$157K | 0.15% | 24 |
|