LBWM
Left Brain Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-80,191
| Closed | -$8.63M | – | 103 |
|
|
2024
Q4 | $8.63M | Sell |
80,191
-1,449
| -2% | -$156K | 3.26% | 6 |
|
|
2024
Q3 | $9.57M | Buy |
81,640
+552
| +0.7% | +$64.7K | 4.45% | 3 |
|
|
2024
Q2 | $9.33M | Sell |
81,088
-258
| -0.3% | -$29.7K | 4.36% | 4 |
|
|
2024
Q1 | $9.46M | Sell |
81,346
-3,897
| -5% | -$453K | 4.58% | 4 |
|
|
2023
Q4 | $8.52M | Sell |
85,243
-1,276
| -1% | -$128K | 4.93% | 2 |
|
|
2023
Q3 | $10.2M | Sell |
86,519
-2,644
| -3% | -$311K | 6.33% | 1 |
|
|
2023
Q2 | $9.56M | Sell |
89,163
-13,390
| -13% | -$1.44M | 5.83% | 1 |
|
|
2023
Q1 | $12.1M | Sell |
102,553
-41,150
| -29% | -$4.87M | 8.25% | 1 |
|
|
2022
Q4 | $15.9M | Buy |
+143,703
| New | +$15.9M | 11.86% | 1 |
|