DWM
Defined Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
4,997
+745
| +18% | +$80.3K | 0.33% | 66 |
|
|
2025
Q1 | $506K | Buy |
4,252
+153
| +4% | +$18.2K | 0.34% | 66 |
|
|
2024
Q4 | $441K | Sell |
4,099
-85
| -2% | -$9.14K | 0.29% | 74 |
|
|
2024
Q3 | $490K | Buy |
4,184
+54
| +1% | +$6.33K | 0.32% | 68 |
|
|
2024
Q2 | $475K | Buy |
4,130
+39
| +1% | +$4.49K | 0.33% | 72 |
|
|
2024
Q1 | $476K | Buy |
4,091
+153
| +4% | +$17.8K | 0.34% | 70 |
|
|
2023
Q4 | $394K | Sell |
3,938
-113
| -3% | -$11.3K | 0.3% | 79 |
|
|
2023
Q3 | $476K | Buy |
4,051
+96
| +2% | +$11.3K | 0.41% | 64 |
|
|
2023
Q2 | $424K | Buy |
3,955
+17
| +0.4% | +$1.82K | 0.36% | 72 |
|
|
2023
Q1 | $432K | Hold |
3,938
| – | – | 0.4% | 64 |
|
|
2022
Q4 | $434K | Buy |
3,938
+27
| +0.7% | +$2.98K | 0.41% | 67 |
|
|
2022
Q3 | $341K | Hold |
3,911
| – | – | 0.37% | 66 |
|
|
2022
Q2 | $335K | Hold |
3,911
| – | – | 0.34% | 68 |
|
|
2022
Q1 | $323K | Hold |
3,911
| – | – | 0.28% | 80 |
|
|
2021
Q4 | $239K | Hold |
3,911
| – | – | 0.2% | 86 |
|
|
2021
Q3 | $230K | Hold |
3,911
| – | – | 0.2% | 89 |
|
|
2021
Q2 | $247K | Buy |
3,911
+15
| +0.4% | +$947 | 0.22% | 86 |
|
|
2021
Q1 | $218K | Hold |
3,896
| – | – | 0.21% | 87 |
|
|
2020
Q4 | $161K | Buy |
+3,896
| New | +$161K | 0.16% | 97 |
|