KWA
Kingswood Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Buy |
43,149
+6,569
| +18% | +$708K | 0.37% | 53 |
|
|
2025
Q1 | $4.35M | Sell |
36,580
-6,905
| -16% | -$821K | 0.4% | 46 |
|
|
2024
Q4 | $4.68M | Sell |
43,485
-29,954
| -41% | -$3.22M | 0.35% | 52 |
|
|
2024
Q3 | $8.6M | Buy |
73,439
+19,091
| +35% | +$2.24M | 0.61% | 25 |
|
|
2024
Q2 | $6.26M | Buy |
54,348
+8,817
| +19% | +$1.02M | 0.56% | 26 |
|
|
2024
Q1 | $5.29M | Buy |
45,531
+6,724
| +17% | +$782K | 0.61% | 22 |
|
|
2023
Q4 | $3.88M | Buy |
38,807
+32,518
| +517% | +$3.25M | 0.44% | 42 |
|
|
2023
Q3 | $4.97M | Sell |
6,289
-10,176
| -62% | -$8.04M | 0.85% | 18 |
|
|
2023
Q2 | $1.77M | Buy |
+16,465
| New | +$1.77M | 0.56% | 45 |
|