EWA
EverSource Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
39,206
+3,023
| +8% | +$326K | 0.19% | 105 |
|
|
2025
Q1 | $4.3M | Buy |
36,183
+4,462
| +14% | +$531K | 0.24% | 92 |
|
|
2024
Q4 | $3.41M | Buy |
31,721
+1,115
| +4% | +$120K | 0.19% | 108 |
|
|
2024
Q3 | $3.59M | Buy |
30,606
+1,146
| +4% | +$134K | 0.23% | 94 |
|
|
2024
Q2 | $3.49M | Buy |
29,460
+4,487
| +18% | +$532K | 0.23% | 93 |
|
|
2024
Q1 | $2.95M | Buy |
24,973
+12,723
| +104% | +$1.5M | 0.23% | 95 |
|
|
2023
Q4 | $1.22M | Sell |
12,250
-376
| -3% | -$37.6K | 0.11% | 151 |
|
|
2023
Q3 | $1.48M | Sell |
12,626
-95
| -0.7% | -$11.2K | 0.16% | 128 |
|
|
2023
Q2 | $1.36M | Buy |
12,721
+268
| +2% | +$28.7K | 0.15% | 128 |
|
|
2023
Q1 | $1.37M | Sell |
12,453
-624
| -5% | -$68.4K | 0.17% | 113 |
|
|
2022
Q4 | $1.44M | Buy |
13,077
+2,956
| +29% | +$326K | 0.22% | 92 |
|
|
2022
Q3 | $885K | Sell |
10,121
-1,305
| -11% | -$114K | 0.2% | 94 |
|
|
2022
Q2 | $978K | Buy |
11,426
+1,008
| +10% | +$86.3K | 0.25% | 74 |
|
|
2022
Q1 | $861K | Buy |
10,418
+765
| +8% | +$63.2K | 0.22% | 86 |
|
|
2021
Q4 | $590K | Buy |
+9,653
| New | +$590K | 0.17% | 106 |
|