CCWM
Correct Capital Wealth Management’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.37M | Buy |
21,958
+1,305
| +6% | +$141K | 0.35% | 27 |
|
2025
Q1 | $2.46M | Sell |
20,653
-137
| -0.7% | -$16.3K | 0.4% | 22 |
|
2024
Q4 | $2.24M | Sell |
20,790
-3,848
| -16% | -$414K | 0.45% | 22 |
|
2024
Q3 | $2.89M | Buy |
24,638
+6,577
| +36% | +$771K | 0.64% | 18 |
|
2024
Q2 | $2.08M | Buy |
18,061
+1,903
| +12% | +$219K | 0.49% | 23 |
|
2024
Q1 | $1.88M | Buy |
16,158
+5,236
| +48% | +$609K | 0.43% | 29 |
|
2023
Q4 | $1.09M | Buy |
+10,922
| New | +$1.09M | 0.28% | 38 |
|