EWP
Engrave Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $46.7M | Buy |
466,749
+18,823
| +4% | +$1.88M | 13.32% | 1 |
|
|
2023
Q3 | $52.7M | Buy |
447,926
+2,808
| +0.6% | +$330K | 16.19% | 1 |
|
|
2023
Q2 | $47.7M | Buy |
445,118
+13,805
| +3% | +$1.48M | 15.12% | 1 |
|
|
2023
Q1 | $50.3M | Buy |
431,313
+15,837
| +4% | +$1.85M | 16.94% | 1 |
|
|
2022
Q4 | $46M | Sell |
415,476
-11,430
| -3% | -$1.26M | 15.97% | 1 |
|
|
2022
Q3 | $37.3M | Buy |
426,906
+54,728
| +15% | +$4.78M | 17.43% | 1 |
|
|
2022
Q2 | $31.9M | Sell |
372,178
-36,265
| -9% | -$3.11M | 14.12% | 1 |
|
|
2022
Q1 | $33.7M | Sell |
408,443
-42,689
| -9% | -$3.53M | 12.6% | 2 |
|
|
2021
Q4 | $27.6M | Sell |
451,132
-45,247
| -9% | -$2.77M | 7.97% | 5 |
|
|
2021
Q3 | $29.2M | Buy |
496,379
+43,158
| +10% | +$2.54M | 8.62% | 2 |
|
|
2021
Q2 | $28.6M | Buy |
453,221
+139,439
| +44% | +$8.8M | 8.62% | 1 |
|
|
2021
Q1 | $17.5M | Buy |
313,782
+115,337
| +58% | +$6.44M | 7.05% | 1 |
|
|
2020
Q4 | $9.61M | Buy |
198,445
+16,059
| +9% | +$778K | 7.89% | 2 |
|
|
2020
Q3 | $6.09M | Buy |
182,386
+11,444
| +7% | +$382K | 5.9% | 4 |
|
|
2020
Q2 | $7.64M | Buy |
170,942
+57,017
| +50% | +$2.55M | 6.8% | 4 |
|
|
2020
Q1 | $4.33M | Buy |
113,925
+33,351
| +41% | +$1.27M | 5.1% | 6 |
|
|
2019
Q4 | $5.62M | Buy |
+80,574
| New | +$5.62M | 5.41% | 5 |
|