BFWA
Benchmark Financial Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
1,898
+122
| +7% | +$13.2K | 0.07% | 112 |
|
|
2025
Q1 | $211K | Sell |
1,776
-387
| -18% | -$46K | 0.08% | 96 |
|
|
2024
Q4 | $233K | Buy |
2,163
+266
| +14% | +$28.6K | 0.07% | 90 |
|
|
2024
Q3 | $222K | Sell |
1,897
-48
| -2% | -$5.63K | 0.07% | 90 |
|
|
2024
Q2 | $224K | Buy |
1,945
+76
| +4% | +$8.75K | 0.08% | 85 |
|
|
2024
Q1 | $217K | Buy |
+1,869
| New | +$217K | 0.08% | 85 |
|