GWM
Guardian Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,095
| Closed | -$130K | – | 223 |
|
|
2025
Q1 | $130K | Buy |
1,095
+9
| +0.8% | +$1.07K | 0.09% | 71 |
|
|
2024
Q4 | $117K | Buy |
1,086
+107
| +11% | +$11.5K | 0.08% | 80 |
|
|
2024
Q3 | $115K | Sell |
979
-89
| -8% | -$10.4K | 0.08% | 80 |
|
|
2024
Q2 | $123K | Buy |
1,068
+9
| +0.8% | +$1.04K | 0.09% | 75 |
|
|
2024
Q1 | $123K | Buy |
1,059
+468
| +79% | +$54.4K | 0.09% | 81 |
|
|
2023
Q4 | $105K | Sell |
591
-449
| -43% | -$79.7K | 0.09% | 84 |
|
|
2023
Q3 | $122K | Buy |
1,040
+459
| +79% | +$54K | 0.11% | 78 |
|
|
2023
Q2 | $62.3K | Buy |
581
+5
| +0.9% | +$536 | 0.06% | 101 |
|
|
2023
Q1 | $63.2K | Buy |
576
+5
| +0.9% | +$549 | 0.06% | 102 |
|
|
2022
Q4 | $63K | Sell |
571
-369
| -39% | -$40.7K | 0.06% | 107 |
|
|
2022
Q3 | $82K | Buy |
940
+8
| +0.9% | +$698 | 0.09% | 86 |
|
|
2022
Q2 | $80K | Buy |
932
+440
| +89% | +$37.8K | 0.09% | 89 |
|
|
2022
Q1 | $41K | Buy |
492
+5
| +1% | +$417 | 0.04% | 129 |
|
|
2021
Q4 | $30K | Buy |
+487
| New | +$30K | 0.03% | 133 |
|