BWM
BKM Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
3,103
-2
| -0.1% | -$216 | 0.13% | 124 |
|
|
2025
Q1 | $369K | Sell |
3,105
-354
| -10% | -$42.1K | 0.15% | 118 |
|
|
2024
Q4 | $372K | Buy |
3,459
+616
| +22% | +$66.3K | 0.15% | 120 |
|
|
2024
Q3 | $333K | Sell |
2,843
-8,912
| -76% | -$1.04M | 0.14% | 127 |
|
|
2024
Q2 | $332K | Buy |
11,755
+8,914
| +314% | +$251K | 0.16% | 123 |
|
|
2024
Q1 | $330K | Buy |
2,841
+72
| +3% | +$8.37K | 0.14% | 128 |
|
|
2023
Q4 | $277K | Buy |
+2,769
| New | +$277K | 0.12% | 135 |
|