CW
Connectus Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $21.8M | Buy |
187,434
+5,257
| +3% | +$611K | 0.6% | 45 |
|
|
2023
Q4 | $18.2M | Sell |
182,177
-12,222
| -6% | -$1.22M | 0.37% | 71 |
|
|
2023
Q3 | $22.9M | Buy |
194,399
+37,019
| +24% | +$4.35M | 0.51% | 48 |
|
|
2023
Q2 | $16.9M | Buy |
157,380
+4,478
| +3% | +$480K | 0.39% | 70 |
|
|
2023
Q1 | $16.8M | Buy |
152,902
+23,190
| +18% | +$2.54M | 0.41% | 72 |
|
|
2022
Q4 | $14.3M | Sell |
129,712
-50,341
| -28% | -$5.55M | 0.34% | 85 |
|
|
2022
Q3 | $15.7M | Sell |
180,053
-13,113
| -7% | -$1.15M | 0.33% | 91 |
|
|
2022
Q2 | $16.6M | Buy |
193,166
+17,427
| +10% | +$1.49M | 0.38% | 84 |
|
|
2022
Q1 | $10.8M | Sell |
175,739
-22,023
| -11% | -$1.35M | 0.34% | 75 |
|
|
2021
Q4 | $12.1M | Buy |
+197,762
| New | +$12.1M | 0.47% | 48 |
|