FWP
Falcon Wealth Planning’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
4,039
-549
| -12% | -$59.2K | 0.04% | 111 |
|
|
2025
Q1 | $546K | Buy |
4,588
+889
| +24% | +$106K | 0.06% | 96 |
|
|
2024
Q4 | $398K | Buy |
3,699
+717
| +24% | +$77.1K | 0.04% | 115 |
|
|
2024
Q3 | $350K | Buy |
2,982
+185
| +7% | +$21.7K | 0.04% | 114 |
|
|
2024
Q2 | $322K | Buy |
2,797
+244
| +10% | +$28.1K | 0.04% | 102 |
|
|
2024
Q1 | $297K | Buy |
2,553
+30
| +1% | +$3.49K | 0.05% | 113 |
|
|
2023
Q4 | $252K | Buy |
2,523
+257
| +11% | +$25.7K | 0.04% | 111 |
|
|
2023
Q3 | $266K | Buy |
2,266
+57
| +3% | +$6.7K | 0.06% | 87 |
|
|
2023
Q2 | $237K | Buy |
2,209
+251
| +13% | +$26.9K | 0.05% | 93 |
|
|
2023
Q1 | $215K | Sell |
1,958
-23
| -1% | -$2.52K | 0.05% | 94 |
|
|
2022
Q4 | $218K | Buy |
+1,981
| New | +$218K | 0.06% | 88 |
|