CTWM
Cherry Tree Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Sell |
1,588
-97
| -6% | -$10.5K | 0.04% | 168 |
|
|
2025
Q1 | $200K | Buy |
1,685
+319
| +23% | +$38K | 0.05% | 159 |
|
|
2024
Q4 | $147K | Hold |
1,366
| – | – | 0.04% | 176 |
|
|
2024
Q3 | $160K | Hold |
1,366
| – | – | 0.04% | 173 |
|
|
2024
Q2 | $157K | Buy |
1,366
+38
| +3% | +$4.38K | 0.04% | 169 |
|
|
2024
Q1 | $154K | Sell |
1,328
-9
| -0.7% | -$1.05K | 0.04% | 173 |
|
|
2023
Q4 | $134K | Hold |
1,337
| – | – | 0.04% | 174 |
|
|
2023
Q3 | $157K | Hold |
1,337
| – | – | 0.05% | 153 |
|
|
2023
Q2 | $143K | Buy |
+1,337
| New | +$143K | 0.04% | 161 |
|