FWM
Fairhaven Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.52M | Sell |
23,406
-126
| -0.5% | -$13.6K | 0.79% | 28 |
|
|
2024
Q3 | $2.76M | Buy |
23,532
+369
| +2% | +$43.3K | 0.84% | 27 |
|
|
2024
Q2 | $2.67M | Buy |
23,163
+500
| +2% | +$57.6K | 0.88% | 26 |
|
|
2024
Q1 | $2.63M | Buy |
22,663
+513
| +2% | +$59.6K | 0.9% | 26 |
|
|
2023
Q4 | $2.21M | Buy |
22,150
+3,357
| +18% | +$336K | 0.81% | 31 |
|
|
2023
Q3 | $2.21M | Buy |
18,793
+16,892
| +889% | +$1.99M | 0.88% | 28 |
|
|
2023
Q2 | $204K | Buy |
+1,901
| New | +$204K | 0.08% | 107 |
|
|
2022
Q4 | $213K | Buy |
+1,931
| New | +$213K | 0.09% | 98 |
|
|
2020
Q3 | – | Sell |
-5,046
| Closed | -$226K | – | 104 |
|
|
2020
Q2 | $226K | Buy |
+5,046
| New | +$226K | 0.15% | 78 |
|