CWA
Consilio Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Sell |
7,009
-156
| -2% | -$17.1K | 0.27% | 34 |
|
|
2025
Q1 | $851K | Buy |
7,165
+8
| +0.1% | +$950 | 0.36% | 29 |
|
|
2024
Q4 | $770K | Sell |
7,157
-125
| -2% | -$13.4K | 0.31% | 32 |
|
|
2024
Q3 | $854K | Buy |
7,282
+731
| +11% | +$85.7K | 0.35% | 30 |
|
|
2024
Q2 | $754K | Buy |
6,551
+459
| +8% | +$52.8K | 0.34% | 29 |
|
|
2024
Q1 | $708K | Buy |
6,092
+3,453
| +131% | +$401K | 0.33% | 29 |
|
|
2023
Q4 | $264K | Buy |
2,639
+201
| +8% | +$20.1K | 0.13% | 46 |
|
|
2023
Q3 | $282K | Buy |
2,438
+159
| +7% | +$18.4K | 0.16% | 39 |
|
|
2023
Q2 | $244K | Sell |
2,279
-189
| -8% | -$20.3K | 0.13% | 43 |
|
|
2023
Q1 | $271K | Buy |
2,468
+241
| +11% | +$26.4K | 0.15% | 43 |
|
|
2022
Q4 | $246K | Buy |
+2,227
| New | +$246K | 0.16% | 41 |
|