GWSA
Global Wealth Strategies & Associates’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Sell |
1,780
-1,361
| -43% | -$147K | 0.05% | 55 |
|
|
2025
Q1 | $374K | Buy |
3,141
+424
| +16% | +$50.4K | 0.11% | 37 |
|
|
2024
Q4 | $292K | Buy |
2,717
+519
| +24% | +$55.8K | 0.09% | 38 |
|
|
2024
Q3 | $258K | Buy |
2,198
+197
| +10% | +$23.1K | 0.08% | 38 |
|
|
2024
Q2 | $230K | Hold |
2,001
| – | – | 0.08% | 37 |
|
|
2024
Q1 | $233K | Buy |
2,001
+1,023
| +105% | +$119K | 0.09% | 39 |
|
|
2023
Q4 | $97.8K | Buy |
978
+8
| +0.8% | +$800 | 0.04% | 58 |
|
|
2023
Q3 | $114K | Buy |
970
+36
| +4% | +$4.23K | 0.05% | 53 |
|
|
2023
Q2 | $100K | Hold |
934
| – | – | 0.05% | 58 |
|
|
2023
Q1 | $102K | Sell |
934
-39
| -4% | -$4.28K | 0.05% | 53 |
|
|
2022
Q4 | $107K | Buy |
+973
| New | +$107K | 0.06% | 53 |
|