GWP
Gateway Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
5,117
+212
| +4% | +$22.9K | 0.1% | 187 |
|
|
2025
Q1 | $583K | Sell |
4,905
-378
| -7% | -$45K | 0.13% | 160 |
|
|
2024
Q4 | $568K | Buy |
5,283
+392
| +8% | +$42.2K | 0.15% | 149 |
|
|
2024
Q3 | $573K | Sell |
4,891
-725
| -13% | -$85K | 0.16% | 141 |
|
|
2024
Q2 | $647K | Buy |
5,616
+100
| +2% | +$11.5K | 0.2% | 122 |
|
|
2024
Q1 | $641K | Buy |
5,516
+555
| +11% | +$64.5K | 0.23% | 102 |
|
|
2023
Q4 | $496K | Sell |
4,961
-2,268
| -31% | -$227K | 0.2% | 105 |
|
|
2023
Q3 | $850K | Buy |
7,229
+84
| +1% | +$9.88K | 0.15% | 91 |
|
|
2023
Q2 | $766K | Buy |
7,145
+2,483
| +53% | +$266K | 0.14% | 94 |
|
|
2023
Q1 | $511K | Buy |
4,662
+1,234
| +36% | +$135K | 0.08% | 122 |
|
|
2022
Q4 | $378K | Buy |
+3,428
| New | +$378K | 0.07% | 129 |
|