IWA
IVC Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Sell |
8,356
-41
| -0.5% | -$4.42K | 0.44% | 48 |
|
|
2025
Q1 | $999K | Buy |
8,397
+2,118
| +34% | +$252K | 0.54% | 42 |
|
|
2024
Q4 | $675K | Sell |
6,279
-3,688
| -37% | -$397K | 0.38% | 57 |
|
|
2024
Q3 | $1.17M | Buy |
9,967
+2,655
| +36% | +$311K | 0.64% | 36 |
|
|
2024
Q2 | $842K | Sell |
7,312
-838
| -10% | -$96.5K | 0.47% | 51 |
|
|
2024
Q1 | $947K | Buy |
8,150
+649
| +9% | +$75.4K | 0.55% | 45 |
|
|
2023
Q4 | $750K | Sell |
7,501
-227
| -3% | -$22.7K | 0.47% | 54 |
|
|
2023
Q3 | $909K | Buy |
7,728
+63
| +0.8% | +$7.41K | 0.61% | 46 |
|
|
2023
Q2 | $822K | Sell |
7,665
-741
| -9% | -$79.5K | 0.52% | 54 |
|
|
2023
Q1 | $922K | Buy |
8,406
+39
| +0.5% | +$4.28K | 0.65% | 41 |
|
|
2022
Q4 | $923K | Buy |
8,367
+617
| +8% | +$68.1K | 0.68% | 42 |
|
|
2022
Q3 | $677K | Sell |
7,750
-187
| -2% | -$16.3K | 0.54% | 52 |
|
|
2022
Q2 | $680K | Buy |
7,937
+416
| +6% | +$35.6K | 0.53% | 54 |
|
|
2022
Q1 | $621K | Buy |
7,521
+880
| +13% | +$72.7K | 0.41% | 62 |
|
|
2021
Q4 | $406K | Buy |
6,641
+96
| +1% | +$5.87K | 0.26% | 95 |
|
|
2021
Q3 | $385K | Buy |
6,545
+320
| +5% | +$18.8K | 0.27% | 92 |
|
|
2021
Q2 | $393K | Sell |
6,225
-299
| -5% | -$18.9K | 0.28% | 90 |
|
|
2021
Q1 | $364K | Sell |
6,524
-133
| -2% | -$7.42K | 0.29% | 89 |
|
|
2020
Q4 | $274K | Buy |
+6,657
| New | +$274K | 0.26% | 96 |
|