GWM
GDS Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Sell |
47,457
-2,390
| -5% | -$258K | 0.37% | 76 |
|
|
2025
Q1 | $5.93M | Sell |
49,847
-2,821
| -5% | -$336K | 0.51% | 64 |
|
|
2024
Q4 | $5.67M | Sell |
52,668
-3,248
| -6% | -$349K | 0.52% | 47 |
|
|
2024
Q3 | $6.55M | Sell |
55,916
-2,029
| -4% | -$238K | 0.64% | 45 |
|
|
2024
Q2 | $6.67M | Buy |
57,945
+52,634
| +991% | +$6.06M | 0.73% | 52 |
|
|
2024
Q1 | $617K | Sell |
5,311
-78
| -1% | -$9.07K | 0.07% | 78 |
|
|
2023
Q4 | $539K | Buy |
5,389
+632
| +13% | +$63.2K | 0.07% | 82 |
|
|
2023
Q3 | $559K | Sell |
4,757
-1,060
| -18% | -$125K | 0.09% | 68 |
|
|
2023
Q2 | $624K | Buy |
5,817
+3,187
| +121% | +$342K | 0.1% | 72 |
|
|
2023
Q1 | $288K | Buy |
2,630
+229
| +10% | +$25.1K | 0.05% | 100 |
|
|
2022
Q4 | $265K | Sell |
2,401
-570
| -19% | -$62.9K | 0.05% | 104 |
|
|
2022
Q3 | $259K | Buy |
+2,971
| New | +$259K | 0.06% | 95 |
|