FWM
Finer Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
25,455
-202
| -0.8% | -$21.8K | 1.47% | 21 |
|
|
2025
Q1 | $3.05M | Buy |
25,657
+845
| +3% | +$100K | 1.83% | 16 |
|
|
2024
Q4 | $2.67M | Sell |
24,812
-423
| -2% | -$45.5K | 1.53% | 16 |
|
|
2024
Q3 | $2.96M | Sell |
25,235
-834
| -3% | -$97.8K | 1.83% | 15 |
|
|
2024
Q2 | $3M | Sell |
26,069
-495
| -2% | -$57K | 1.94% | 14 |
|
|
2024
Q1 | $3.09M | Sell |
26,564
-154
| -0.6% | -$17.9K | 2.03% | 14 |
|
|
2023
Q4 | $2.67M | Sell |
26,718
-817
| -3% | -$81.7K | 1.99% | 14 |
|
|
2023
Q3 | $3.24M | Sell |
27,535
-1,258
| -4% | -$148K | 2.59% | 10 |
|
|
2023
Q2 | $3.09M | Buy |
28,793
+476
| +2% | +$51.1K | 2.41% | 11 |
|
|
2023
Q1 | $3.11M | Buy |
28,317
+1,240
| +5% | +$136K | 2.63% | 10 |
|
|
2022
Q4 | $2.99M | Buy |
27,077
+539
| +2% | +$59.5K | 2.79% | 9 |
|
|
2022
Q3 | $2.32M | Sell |
26,538
-613
| -2% | -$53.5K | 2.28% | 13 |
|
|
2022
Q2 | $2.33M | Buy |
27,151
+4,468
| +20% | +$383K | 2.12% | 14 |
|
|
2022
Q1 | $1.87M | Buy |
22,683
+3,205
| +16% | +$265K | 1.53% | 25 |
|
|
2021
Q4 | $1.19M | Buy |
+19,478
| New | +$1.19M | 0.99% | 33 |
|