FWM
ForthRight Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Hold |
3,634
| – | – | 0.12% | 49 |
|
|
2025
Q1 | $432K | Sell |
3,634
-543
| -13% | -$64.6K | 0.14% | 43 |
|
|
2024
Q4 | $449K | Buy |
4,177
+543
| +15% | +$58.4K | 0.15% | 42 |
|
|
2024
Q3 | $426K | Hold |
3,634
| – | – | 0.14% | 42 |
|
|
2024
Q2 | $418K | Sell |
3,634
-94
| -3% | -$10.8K | 0.15% | 42 |
|
|
2024
Q1 | $433K | Hold |
3,728
| – | – | 0.16% | 42 |
|
|
2023
Q4 | $373K | Buy |
3,728
+94
| +3% | +$9.4K | 0.14% | 42 |
|
|
2023
Q3 | $427K | Sell |
3,634
-250
| -6% | -$29.4K | 0.18% | 40 |
|
|
2023
Q2 | $417K | Buy |
3,884
+252
| +7% | +$27K | 0.17% | 38 |
|
|
2023
Q1 | $398K | Hold |
3,632
| – | – | 0.18% | 36 |
|
|
2022
Q4 | $401K | Hold |
3,632
| – | – | 0.2% | 34 |
|
|
2022
Q3 | $317K | Buy |
3,632
+227
| +7% | +$19.8K | 0.19% | 36 |
|
|
2022
Q2 | $292K | Buy |
+3,405
| New | +$292K | 0.16% | 37 |
|
|
2021
Q3 | – | Sell |
-3,598
| Closed | -$227K | – | 41 |
|
|
2021
Q2 | $227K | Buy |
3,598
+13
| +0.4% | +$820 | 0.14% | 33 |
|
|
2021
Q1 | $200K | Sell |
3,585
-159
| -4% | -$8.87K | 0.14% | 35 |
|
|
2020
Q4 | $154K | Buy |
+3,744
| New | +$154K | 0.12% | 36 |
|