DWAM
Duncan Williams Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Sell |
7,280
-284
| -4% | -$30.6K | 0.25% | 64 |
|
|
2025
Q1 | $900K | Sell |
7,564
-196
| -3% | -$23.3K | 0.33% | 54 |
|
|
2024
Q4 | $835K | Buy |
7,760
+2,020
| +35% | +$217K | 0.33% | 55 |
|
|
2024
Q3 | $673K | Buy |
5,740
+3,241
| +130% | +$380K | 0.37% | 52 |
|
|
2024
Q2 | $288K | Sell |
2,499
-59
| -2% | -$6.79K | 0.24% | 57 |
|
|
2024
Q1 | $297K | Buy |
+2,558
| New | +$297K | 0.27% | 57 |
|