GSWM
Greenup Street Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
13,463
-81
| -0.6% | -$8.73K | 0.25% | 55 |
|
|
2025
Q1 | $1.61M | Sell |
13,544
-5,438
| -29% | -$647K | 0.32% | 53 |
|
|
2024
Q4 | $2.04M | Buy |
18,982
+773
| +4% | +$83.2K | 0.41% | 45 |
|
|
2024
Q3 | $2.13M | Sell |
18,209
-7,664
| -30% | -$898K | 0.44% | 44 |
|
|
2024
Q2 | $2.98M | Buy |
25,873
+11,693
| +82% | +$1.35M | 0.7% | 32 |
|
|
2024
Q1 | $1.65M | Buy |
+14,180
| New | +$1.65M | 0.41% | 44 |
|
|
2023
Q4 | – | Sell |
-5,679
| Closed | -$668K | – | 102 |
|
|
2023
Q3 | $668K | Buy |
+5,679
| New | +$668K | 0.22% | 57 |
|
|
2023
Q2 | – | Sell |
-4,613
| Closed | -$506K | – | 108 |
|
|
2023
Q1 | $506K | Hold |
4,613
| – | – | 0.18% | 60 |
|
|
2022
Q4 | $509K | Buy |
4,613
+75
| +2% | +$8.27K | 0.21% | 64 |
|
|
2022
Q3 | $396K | Buy |
4,538
+127
| +3% | +$11.1K | 0.18% | 64 |
|
|
2022
Q2 | $378K | Buy |
+4,411
| New | +$378K | 0.18% | 66 |
|
|
2022
Q1 | – | Sell |
-6,464
| Closed | -$396K | – | 95 |
|
|
2021
Q4 | $396K | Buy |
+6,464
| New | +$396K | 0.23% | 62 |
|