DWM
Diversify Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Buy |
43,977
+5,353
| +14% | +$568K | 0.29% | 99 |
|
|
2025
Q1 | $4.19M | Buy |
38,624
+7,246
| +23% | +$785K | 0.31% | 91 |
|
|
2024
Q4 | $3.34M | Buy |
31,378
+11,125
| +55% | +$1.19M | 0.26% | 108 |
|
|
2024
Q3 | $2.44M | Buy |
20,253
+5,285
| +35% | +$636K | 0.23% | 110 |
|
|
2024
Q2 | $1.72M | Buy |
+14,968
| New | +$1.72M | 0.21% | 108 |
|