GGM Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.56M Sell
14,378
-40
-0.3% -$4.35K 0.87% 31
2024
Q4
$1.55M Sell
14,418
-3,097
-18% -$333K 0.81% 37
2024
Q3
$2.05M Buy
17,515
+89
+0.5% +$10.4K 0.88% 30
2024
Q2
$2.01M Buy
17,426
+49
+0.3% +$5.64K 0.92% 30
2024
Q1
$2.11M Sell
17,377
-1,907
-10% -$231K 0.98% 26
2023
Q4
$1.99M Buy
19,284
+50
+0.3% +$5.15K 0.82% 28
2023
Q3
$2.26M Buy
19,234
+48
+0.3% +$5.64K 0.98% 27
2023
Q2
$2.03M Sell
19,186
-583
-3% -$61.8K 0.82% 27
2023
Q1
$2.17M Sell
19,769
-326
-2% -$35.7K 1.24% 24
2022
Q4
$2.22M Sell
20,095
-559
-3% -$61.8K 1.15% 22
2022
Q3
$2.19M Buy
20,654
+2,952
+17% +$312K 1.18% 20
2022
Q2
$1.5M Sell
17,702
-623
-3% -$52.6K 0.83% 31
2022
Q1
$1.61M Buy
18,325
+2,365
+15% +$208K 0.81% 29
2021
Q4
$1.14M Buy
15,960
+36
+0.2% +$2.57K 0.9% 31
2021
Q3
$1.02M Sell
15,924
-2,076
-12% -$133K 0.81% 32
2021
Q2
$1.03M Buy
18,000
+26
+0.1% +$1.49K 0.88% 30
2021
Q1
$1.03M Buy
17,974
+212
+1% +$12.1K 0.82% 29
2020
Q4
$859K Buy
+17,762
New +$859K 0.85% 28