BWA
BlueSky Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
2,951
| – | – | 0.05% | 61 |
|
|
2025
Q1 | $351K | Hold |
2,951
| – | – | 0.05% | 60 |
|
|
2024
Q4 | $317K | Hold |
2,951
| – | – | 0.05% | 61 |
|
|
2024
Q3 | $346K | Hold |
2,951
| – | – | 0.05% | 61 |
|
|
2024
Q2 | $340K | Hold |
2,951
| – | – | 0.06% | 61 |
|
|
2024
Q1 | $343K | Hold |
2,951
| – | – | 0.27% | 30 |
|
|
2023
Q4 | $295K | Sell |
2,951
-355
| -11% | -$35.5K | 0.05% | 58 |
|
|
2023
Q3 | $389K | Hold |
3,306
| – | – | 0.08% | 54 |
|
|
2023
Q2 | $355K | Buy |
3,306
+951
| +40% | +$102K | 0.07% | 53 |
|
|
2023
Q1 | $258K | Hold |
2,355
| – | – | 0.05% | 60 |
|
|
2022
Q4 | $260K | Hold |
2,355
| – | – | 0.06% | 60 |
|
|
2022
Q3 | $206K | Hold |
2,355
| – | – | 0.05% | 63 |
|
|
2022
Q2 | $202K | Buy |
+2,355
| New | +$202K | 0.04% | 62 |
|