EWS
Evergreen Wealth Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
3,805
+10
| +0.3% | +$1.08K | 0.25% | 73 |
|
|
2025
Q1 | $451K | Sell |
3,795
-70
| -2% | -$8.33K | 0.3% | 56 |
|
|
2024
Q4 | $416K | Sell |
3,865
-10
| -0.3% | -$1.08K | 0.29% | 61 |
|
|
2024
Q3 | $454K | Sell |
3,875
-198
| -5% | -$23.2K | 0.31% | 65 |
|
|
2024
Q2 | $469K | Sell |
4,073
-125
| -3% | -$14.4K | 0.33% | 67 |
|
|
2024
Q1 | $488K | Buy |
4,198
+858
| +26% | +$99.7K | 0.36% | 65 |
|
|
2023
Q4 | $334K | Buy |
3,340
+910
| +37% | +$91K | 0.29% | 81 |
|
|
2023
Q3 | $286K | Buy |
+2,430
| New | +$286K | 0.29% | 82 |
|