LWA
Lantern Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
+4,743
| New | +$511K | 0.3% | 79 |
|
|
2024
Q4 | $540K | Buy |
5,020
+151
| +3% | +$16.2K | 0.35% | 71 |
|
|
2024
Q3 | $571K | Sell |
4,869
-97
| -2% | -$11.4K | 0.4% | 66 |
|
|
2024
Q2 | $572K | Buy |
4,966
+4
| +0.1% | +$460 | 0.41% | 57 |
|
|
2024
Q1 | $577K | Buy |
4,962
+5
| +0.1% | +$581 | 0.41% | 63 |
|
|
2023
Q4 | $496K | Buy |
+4,957
| New | +$496K | 0.39% | 64 |
|