KWM
Kolinsky Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $359K | Sell |
3,338
-232
| -6% | -$25K | 0.22% | 97 |
|
|
2024
Q3 | $419K | Sell |
3,570
-250
| -7% | -$29.3K | 0.27% | 81 |
|
|
2024
Q2 | $440K | Buy |
3,820
+309
| +9% | +$35.6K | 0.32% | 69 |
|
|
2024
Q1 | $408K | Buy |
3,511
+13
| +0.4% | +$1.51K | 0.31% | 73 |
|
|
2023
Q4 | $350K | Sell |
3,498
-214
| -6% | -$21.4K | 0.31% | 79 |
|
|
2023
Q3 | $437K | Sell |
3,712
-36
| -1% | -$4.23K | 0.43% | 52 |
|
|
2023
Q2 | $400K | Buy |
3,748
+482
| +15% | +$51.4K | 0.38% | 67 |
|
|
2023
Q1 | $358K | Sell |
3,266
-166
| -5% | -$18.2K | 0.38% | 62 |
|
|
2022
Q4 | $379K | Buy |
3,432
+65
| +2% | +$7.18K | 0.43% | 56 |
|
|
2022
Q3 | $294K | Buy |
3,367
+57
| +2% | +$4.98K | 0.37% | 64 |
|
|
2022
Q2 | $283K | Buy |
+3,310
| New | +$283K | 0.33% | 75 |
|