JWS
Juncture Wealth Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
2,290
-534
| -19% | -$57.6K | 0.09% | 109 |
|
|
2025
Q1 | $336K | Sell |
2,824
-158
| -5% | -$18.8K | 0.13% | 97 |
|
|
2024
Q4 | $321K | Buy |
2,982
+87
| +3% | +$9.36K | 0.12% | 102 |
|
|
2024
Q3 | $339K | Sell |
2,895
-73
| -2% | -$8.56K | 0.13% | 92 |
|
|
2024
Q2 | $342K | Sell |
2,968
-443
| -13% | -$51K | 0.14% | 79 |
|
|
2024
Q1 | $397K | Sell |
3,411
-183
| -5% | -$21.3K | 0.17% | 75 |
|
|
2023
Q4 | $359K | Sell |
3,594
-327
| -8% | -$32.7K | 0.16% | 87 |
|
|
2023
Q3 | $461K | Sell |
3,921
-9
| -0.2% | -$1.06K | 0.23% | 84 |
|
|
2023
Q2 | $422K | Sell |
3,930
-865
| -18% | -$92.8K | 0.2% | 91 |
|
|
2023
Q1 | $526K | Sell |
4,795
-1,038
| -18% | -$114K | 0.26% | 75 |
|
|
2022
Q4 | $643K | Sell |
5,833
-13
| -0.2% | -$1.43K | 0.31% | 56 |
|
|
2022
Q3 | $510K | Sell |
5,846
-144
| -2% | -$12.6K | 0.25% | 66 |
|
|
2022
Q2 | $513K | Buy |
5,990
+1,870
| +45% | +$160K | 0.25% | 64 |
|
|
2022
Q1 | $340K | Sell |
4,120
-290
| -7% | -$23.9K | 0.16% | 94 |
|
|
2021
Q4 | $270K | Buy |
4,410
+33
| +0.8% | +$2.02K | 0.13% | 112 |
|
|
2021
Q3 | $257K | Buy |
+4,377
| New | +$257K | 0.14% | 106 |
|