EWM
Evergreen Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,495
| Closed | -$1.44M | – | 60 |
|
|
2024
Q2 | $1.44M | Hold |
12,495
| – | – | 0.95% | 37 |
|
|
2024
Q1 | $1.45M | Hold |
12,495
| – | – | 0.98% | 37 |
|
|
2023
Q4 | $1.25M | Buy |
12,495
+206
| +2% | +$20.6K | 0.92% | 38 |
|
|
2023
Q3 | $1.44M | Buy |
12,289
+173
| +1% | +$20.3K | 1.14% | 35 |
|
|
2023
Q2 | $1.3M | Sell |
12,116
-2,585
| -18% | -$277K | 1.02% | 35 |
|
|
2023
Q1 | $1.61M | Buy |
14,701
+204
| +1% | +$22.4K | 1.43% | 27 |
|
|
2022
Q4 | $1.6M | Buy |
+14,497
| New | +$1.6M | 1.47% | 24 |
|