CWM
C2C Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Hold |
7,356
| – | – | 0.72% | 33 |
|
|
2025
Q1 | $875K | Hold |
7,356
| – | – | 0.82% | 32 |
|
|
2024
Q4 | $791K | Buy |
7,356
+50
| +0.7% | +$5.38K | 0.73% | 32 |
|
|
2024
Q3 | $853K | Buy |
7,306
+292
| +4% | +$34.1K | 0.79% | 31 |
|
|
2024
Q2 | $807K | Hold |
7,014
| – | – | 0.79% | 31 |
|
|
2024
Q1 | $815K | Sell |
7,014
-114
| -2% | -$13.3K | 0.81% | 30 |
|
|
2023
Q4 | $714K | Sell |
7,128
-11,053
| -61% | -$1.11M | 0.61% | 42 |
|
|
2023
Q3 | $2.09M | Hold |
18,181
| – | – | 0.3% | 36 |
|
|
2023
Q2 | $1.85M | Hold |
18,181
| – | – | 0.24% | 42 |
|
|
2023
Q1 | $2.09M | Hold |
18,181
| – | – | 0.34% | 34 |
|
|
2022
Q4 | $2.03M | Hold |
18,181
| – | – | 0.35% | 32 |
|
|
2022
Q3 | $1.73M | Hold |
18,181
| – | – | 0.34% | 34 |
|
|
2022
Q2 | $1.61M | Sell |
18,181
-300
| -2% | -$26.5K | 0.29% | 38 |
|
|
2022
Q1 | $1.63M | Sell |
18,481
-2,114
| -10% | -$186K | 0.28% | 44 |
|
|
2021
Q4 | $1.26M | Buy |
+20,595
| New | +$1.26M | 0.18% | 71 |
|