GWMR
GC Wealth Management RIA’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
43,748
+36,787
| +528% | +$3.97M | 0.39% | 49 |
|
|
2025
Q1 | $828K | Buy |
6,961
+947
| +16% | +$113K | 0.15% | 123 |
|
|
2024
Q4 | $647K | Buy |
6,014
+2,341
| +64% | +$252K | 0.11% | 149 |
|
|
2024
Q3 | $431K | Sell |
3,673
-773
| -17% | -$90.6K | 0.08% | 210 |
|
|
2024
Q2 | $512K | Sell |
4,446
-35
| -0.8% | -$4.03K | 0.1% | 166 |
|
|
2024
Q1 | $521K | Buy |
+4,481
| New | +$521K | 0.1% | 164 |
|