BAWC
Boyce & Associates Wealth Consulting’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,845
| Closed | -$219K | – | 75 |
|
|
2025
Q1 | $219K | Sell |
1,845
-549
| -23% | -$65.3K | 0.22% | 66 |
|
|
2024
Q4 | $258K | Buy |
2,394
+1
| +0% | +$108 | 0.26% | 58 |
|
|
2024
Q3 | $281K | Sell |
2,393
-93
| -4% | -$10.9K | 0.29% | 55 |
|
|
2024
Q2 | $286K | Buy |
+2,486
| New | +$286K | 0.34% | 50 |
|