CNWM
Clay Northam Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
2,065
-22
| -1% | -$2.37K | 0.14% | 83 |
|
|
2025
Q1 | $248K | Buy |
2,087
+44
| +2% | +$5.23K | 0.17% | 72 |
|
|
2024
Q4 | $220K | Buy |
2,043
+159
| +8% | +$17.1K | 0.14% | 85 |
|
|
2024
Q3 | $221K | Hold |
1,884
| – | – | 0.15% | 84 |
|
|
2024
Q2 | $217K | Hold |
1,884
| – | – | 0.16% | 77 |
|
|
2024
Q1 | $219K | Buy |
+1,884
| New | +$219K | 0.18% | 83 |
|
|
2023
Q4 | – | Sell |
-1,864
| Closed | -$219K | – | 84 |
|
|
2023
Q3 | $219K | Buy |
+1,864
| New | +$219K | 0.22% | 68 |
|
|
2023
Q2 | – | Sell |
-2,014
| Closed | -$221K | – | 83 |
|
|
2023
Q1 | $221K | Hold |
2,014
| – | – | 0.23% | 70 |
|
|
2022
Q4 | $222K | Buy |
+2,014
| New | +$222K | 0.26% | 65 |
|