LCWP
Legacy Capital Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
14,259
-193,412
| -93% | -$20.8M | 0.35% | 51 |
|
|
2025
Q1 | $2.08M | Buy |
207,671
+2,712
| +1% | +$27.1K | 0.51% | 27 |
|
|
2024
Q4 | $1.6M | Sell |
204,959
-10,156
| -5% | -$79.5K | 0.4% | 46 |
|
|
2024
Q3 | $2.92M | Buy |
215,115
+205,369
| +2,107% | +$2.79M | 0.58% | 35 |
|
|
2024
Q2 | $1.12M | Buy |
9,746
+3,382
| +53% | +$389K | 0.29% | 67 |
|
|
2024
Q1 | $738K | Sell |
6,364
-278
| -4% | -$32.3K | 0.53% | 50 |
|
|
2023
Q4 | $664K | Buy |
6,642
+662
| +11% | +$66.2K | 0.19% | 113 |
|
|
2023
Q3 | $703K | Buy |
+5,980
| New | +$703K | 0.19% | 110 |
|
|
2023
Q2 | – | Sell |
-2,830
| Closed | -$310K | – | 249 |
|
|
2023
Q1 | $310K | Buy |
+2,830
| New | +$310K | 0.08% | 190 |
|