FWM
Forefront Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
3,733
+1
| +0% | +$108 | 0.32% | 41 |
|
|
2025
Q1 | $444K | Buy |
3,732
+2
| +0.1% | +$238 | 0.41% | 37 |
|
|
2024
Q4 | $401K | Buy |
+3,730
| New | +$401K | 0.37% | 36 |
|
|
2023
Q3 | $560K | Buy |
4,759
+2
| +0% | +$235 | 0.78% | 33 |
|
|
2023
Q2 | $510K | Buy |
4,757
+842
| +22% | +$90.3K | 0.67% | 35 |
|
|
2023
Q1 | $429K | Buy |
3,915
+2
| +0.1% | +$219 | 0.56% | 35 |
|
|
2022
Q4 | $432K | Buy |
3,913
+170
| +5% | +$18.8K | 0.58% | 35 |
|
|
2022
Q3 | $327K | Buy |
3,743
+101
| +3% | +$8.82K | 0.46% | 36 |
|
|
2022
Q2 | $311K | Buy |
3,642
+1
| +0% | +$85 | 0.42% | 35 |
|
|
2022
Q1 | $301K | Sell |
3,641
-12
| -0.3% | -$992 | 0.3% | 42 |
|
|
2021
Q4 | $224K | Buy |
+3,653
| New | +$224K | 0.21% | 51 |
|