CWP
Cyndeo Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.03M | Buy |
74,487
+3,607
| +5% | +$389K | 0.48% | 61 |
|
|
2025
Q1 | $8.43M | Sell |
70,880
-21,316
| -23% | -$2.54M | 0.55% | 48 |
|
|
2024
Q4 | $9.92M | Buy |
92,196
+303
| +0.3% | +$32.6K | 0.67% | 37 |
|
|
2024
Q3 | $10.8M | Buy |
91,893
+2,255
| +3% | +$264K | 0.75% | 29 |
|
|
2024
Q2 | $10.3M | Buy |
89,638
+5,049
| +6% | +$581K | 0.81% | 29 |
|
|
2024
Q1 | $9.83M | Sell |
84,589
-3,625
| -4% | -$421K | 0.82% | 26 |
|
|
2023
Q4 | $8.82M | Sell |
88,214
-16,253
| -16% | -$1.62M | 0.82% | 25 |
|
|
2023
Q3 | $12.3M | Sell |
104,467
-3,615
| -3% | -$425K | 1.28% | 17 |
|
|
2023
Q2 | $11.6M | Buy |
108,082
+83,025
| +331% | +$8.9M | 1.21% | 18 |
|
|
2023
Q1 | $2.75M | Buy |
25,057
+8,119
| +48% | +$890K | 0.3% | 103 |
|
|
2022
Q4 | $1.87M | Buy |
+16,938
| New | +$1.87M | 0.22% | 128 |
|