LWM
Lakeridge Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
15,876
-495
| -3% | -$53.4K | 0.79% | 27 |
|
|
2025
Q1 | $1.95M | Buy |
16,371
+278
| +2% | +$33.1K | 0.97% | 22 |
|
|
2024
Q4 | $1.73M | Buy |
16,093
+72
| +0.4% | +$7.75K | 0.89% | 22 |
|
|
2024
Q3 | $1.88M | Buy |
16,021
+165
| +1% | +$19.3K | 1.03% | 22 |
|
|
2024
Q2 | $1.83M | Buy |
15,856
+30
| +0.2% | +$3.45K | 1.1% | 21 |
|
|
2024
Q1 | $1.84M | Sell |
15,826
-543
| -3% | -$63.1K | 1.19% | 19 |
|
|
2023
Q4 | $1.64M | Buy |
+16,369
| New | +$1.64M | 1.18% | 18 |
|