DWMS
Dominguez Wealth Management Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
3,351
-200
| -6% | -$21.6K | 0.25% | 51 |
|
|
2025
Q1 | $422K | Hold |
3,551
| – | – | 0.31% | 50 |
|
|
2024
Q4 | $382K | Hold |
3,551
| – | – | 0.28% | 52 |
|
|
2024
Q3 | $416K | Hold |
3,551
| – | – | 0.3% | 50 |
|
|
2024
Q2 | $409K | Buy |
3,551
+9
| +0.3% | +$1.04K | 0.31% | 49 |
|
|
2024
Q1 | $412K | Hold |
3,542
| – | – | 0.32% | 49 |
|
|
2023
Q4 | $354K | Sell |
3,542
-5,040
| -59% | -$504K | 0.29% | 50 |
|
|
2023
Q3 | $1.01M | Hold |
8,582
| – | – | 0.93% | 24 |
|
|
2023
Q2 | $920K | Sell |
8,582
-419
| -5% | -$44.9K | 0.8% | 28 |
|
|
2023
Q1 | $987K | Buy |
9,001
+948
| +12% | +$104K | 0.91% | 26 |
|
|
2022
Q4 | $888K | Buy |
+8,053
| New | +$888K | 0.88% | 26 |
|