EWA
Etesian Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Hold |
5,621
| – | – | 0.23% | 83 |
|
|
2025
Q1 | $669K | Sell |
5,621
-454
| -7% | -$54K | 0.29% | 78 |
|
|
2024
Q4 | $653K | Buy |
6,075
+295
| +5% | +$31.7K | 0.29% | 81 |
|
|
2024
Q3 | $678K | Sell |
5,780
-190
| -3% | -$22.3K | 0.31% | 85 |
|
|
2024
Q2 | $687K | Hold |
5,970
| – | – | 0.39% | 79 |
|
|
2024
Q1 | $694K | Hold |
5,970
| – | – | 0.4% | 77 |
|
|
2023
Q4 | $598K | Buy |
5,970
+305
| +5% | +$30.6K | 0.36% | 78 |
|
|
2023
Q3 | $666K | Sell |
5,665
-314
| -5% | -$36.9K | 0.45% | 71 |
|
|
2023
Q2 | $641K | Buy |
5,979
+144
| +2% | +$15.4K | 0.42% | 75 |
|
|
2023
Q1 | $640K | Buy |
5,835
+28
| +0.5% | +$3.07K | 0.43% | 72 |
|
|
2022
Q4 | $641K | Buy |
+5,807
| New | +$641K | 0.47% | 73 |
|