CWM
Collaborative Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
3,292
+17
| +0.5% | +$1.83K | 0.15% | 123 |
|
|
2025
Q1 | $389K | Buy |
3,275
+1
| +0% | +$119 | 0.18% | 109 |
|
|
2024
Q4 | $352K | Sell |
3,274
-796
| -20% | -$85.6K | 0.16% | 118 |
|
|
2024
Q3 | $477K | Buy |
4,070
+40
| +1% | +$4.69K | 0.22% | 98 |
|
|
2024
Q2 | $464K | Buy |
4,030
+11
| +0.3% | +$1.27K | 0.23% | 97 |
|
|
2024
Q1 | $467K | Hold |
4,019
| – | – | 0.23% | 94 |
|
|
2023
Q4 | $402K | Sell |
4,019
-150
| -4% | -$15K | 0.22% | 96 |
|
|
2023
Q3 | $490K | Buy |
4,169
+3
| +0.1% | +$353 | 0.29% | 83 |
|
|
2023
Q2 | $447K | Sell |
4,166
-11
| -0.3% | -$1.18K | 0.27% | 88 |
|
|
2023
Q1 | $458K | Sell |
4,177
-7
| -0.2% | -$768 | 0.29% | 89 |
|
|
2022
Q4 | $461K | Sell |
4,184
-240
| -5% | -$26.5K | 0.3% | 89 |
|
|
2022
Q3 | $386K | Hold |
4,424
| – | – | 0.27% | 95 |
|
|
2022
Q2 | $379K | Buy |
+4,424
| New | +$379K | 0.25% | 116 |
|
|
2021
Q4 | $268K | Buy |
+4,381
| New | +$268K | 0.15% | 172 |
|
|
2021
Q1 | $365K | Buy |
+4,420
| New | +$365K | 0.21% | 139 |
|