IWM
Integris Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Hold |
7,217
| – | – | 0.2% | 40 |
|
|
2025
Q1 | $858K | Sell |
7,217
-62
| -0.9% | -$7.37K | 0.24% | 34 |
|
|
2024
Q4 | $783K | Buy |
7,279
+39
| +0.5% | +$4.2K | 0.22% | 38 |
|
|
2024
Q3 | $849K | Buy |
7,240
+100
| +1% | +$11.7K | 0.24% | 34 |
|
|
2024
Q2 | $822K | Sell |
7,140
-12
| -0.2% | -$1.38K | 0.24% | 33 |
|
|
2024
Q1 | $831K | Sell |
7,152
-1,060
| -13% | -$123K | 0.23% | 35 |
|
|
2023
Q4 | $821K | Buy |
8,212
+2,131
| +35% | +$213K | 0.24% | 34 |
|
|
2023
Q3 | $715K | Buy |
6,081
+262
| +5% | +$30.8K | 0.23% | 37 |
|
|
2023
Q2 | $624K | Sell |
5,819
-47
| -0.8% | -$5.04K | 0.22% | 38 |
|
|
2023
Q1 | $643K | Buy |
5,866
+114
| +2% | +$12.5K | 0.24% | 38 |
|
|
2022
Q4 | $634K | Buy |
+5,752
| New | +$634K | 0.25% | 37 |
|