GWAM
Guardian Wealth Advisors (Minnesota)’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Buy |
7,270
+52
| +0.7% | +$5.61K | 0.46% | 26 |
|
|
2025
Q1 | $858K | Buy |
7,218
+310
| +4% | +$36.9K | 0.55% | 24 |
|
|
2024
Q4 | $743K | Sell |
6,908
-157
| -2% | -$16.9K | 0.48% | 27 |
|
|
2024
Q3 | $828K | Sell |
7,065
-56
| -0.8% | -$6.56K | 0.51% | 28 |
|
|
2024
Q2 | $820K | Sell |
7,121
-38
| -0.5% | -$4.38K | 0.53% | 24 |
|
|
2024
Q1 | $832K | Sell |
7,159
-70
| -1% | -$8.14K | 0.54% | 24 |
|
|
2023
Q4 | $723K | Sell |
7,229
-283
| -4% | -$28.3K | 0.5% | 27 |
|
|
2023
Q3 | $883K | Buy |
7,512
+34
| +0.5% | +$4K | 0.68% | 18 |
|
|
2023
Q2 | $802K | Sell |
7,478
-101
| -1% | -$10.8K | 0.59% | 20 |
|
|
2023
Q1 | $831K | Buy |
7,579
+362
| +5% | +$39.7K | 0.65% | 21 |
|
|
2022
Q4 | $796K | Sell |
7,217
-198
| -3% | -$21.8K | 0.71% | 21 |
|
|
2022
Q3 | $647K | Buy |
7,415
+238
| +3% | +$20.8K | 0.63% | 24 |
|
|
2022
Q2 | $615K | Buy |
7,177
+11
| +0.2% | +$943 | 0.57% | 27 |
|
|
2022
Q1 | $592K | Sell |
7,166
-201
| -3% | -$16.6K | 0.49% | 31 |
|
|
2021
Q4 | $451K | Buy |
7,367
+245
| +3% | +$15K | 0.36% | 45 |
|
|
2021
Q3 | $419K | Sell |
7,122
-1,221
| -15% | -$71.8K | 0.37% | 43 |
|
|
2021
Q2 | $526K | Buy |
8,343
+663
| +9% | +$41.8K | 0.46% | 42 |
|
|
2021
Q1 | $429K | Buy |
7,680
+433
| +6% | +$24.2K | 0.4% | 44 |
|
|
2020
Q4 | $299K | Buy |
+7,247
| New | +$299K | 0.3% | 52 |
|