DWS
Dynamic Wealth Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
2,314
-83
| -3% | -$8.95K | 0.18% | 54 |
|
|
2025
Q1 | $285K | Buy |
2,397
+31
| +1% | +$3.69K | 0.24% | 50 |
|
|
2024
Q4 | $254K | Sell |
2,366
-18
| -0.8% | -$1.94K | 0.23% | 52 |
|
|
2024
Q3 | $280K | Buy |
2,384
+20
| +0.8% | +$2.35K | 0.23% | 50 |
|
|
2024
Q2 | $272K | Buy |
2,364
+14
| +0.6% | +$1.61K | 0.23% | 51 |
|
|
2024
Q1 | $273K | Sell |
2,350
-425
| -15% | -$49.4K | 0.23% | 48 |
|
|
2023
Q4 | $277K | Buy |
+2,775
| New | +$277K | 0.26% | 46 |
|