LWAM
Legacy Wealth Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Buy |
6,993
+38
| +0.5% | +$4.1K | 0.19% | 149 |
|
|
2025
Q1 | $827K | Sell |
6,955
-45
| -0.6% | -$5.35K | 0.23% | 113 |
|
|
2024
Q4 | $753K | Sell |
7,000
-72
| -1% | -$7.74K | 0.2% | 137 |
|
|
2024
Q3 | $829K | Buy |
7,072
+28
| +0.4% | +$3.28K | 0.22% | 119 |
|
|
2024
Q2 | $811K | Buy |
7,044
+294
| +4% | +$33.8K | 0.23% | 117 |
|
|
2024
Q1 | $785K | Buy |
6,750
+105
| +2% | +$12.2K | 0.22% | 131 |
|
|
2023
Q4 | $664K | Buy |
6,645
+20
| +0.3% | +$2K | 0.22% | 153 |
|
|
2023
Q3 | $779K | Sell |
6,625
-49
| -0.7% | -$5.76K | 0.29% | 107 |
|
|
2023
Q2 | $716K | Sell |
6,674
-737
| -10% | -$79K | 0.25% | 122 |
|
|
2023
Q1 | $813K | Sell |
7,411
-153
| -2% | -$16.8K | 0.29% | 100 |
|
|
2022
Q4 | $834K | Sell |
7,564
-87
| -1% | -$9.6K | 0.32% | 101 |
|
|
2022
Q3 | $668K | Sell |
7,651
-6,579
| -46% | -$574K | 0.29% | 117 |
|
|
2022
Q2 | $1.22M | Sell |
14,230
-1,980
| -12% | -$170K | 0.49% | 47 |
|
|
2022
Q1 | $1.34M | Sell |
16,210
-505
| -3% | -$41.7K | 0.48% | 56 |
|
|
2021
Q4 | $1.02M | Buy |
16,715
+579
| +4% | +$35.4K | 0.35% | 103 |
|
|
2021
Q3 | $949K | Buy |
16,136
+165
| +1% | +$9.7K | 0.43% | 72 |
|
|
2021
Q2 | $1.01M | Sell |
15,971
-9
| -0.1% | -$567 | 0.45% | 70 |
|
|
2021
Q1 | $892K | Buy |
15,980
+173
| +1% | +$9.66K | 0.41% | 74 |
|
|
2020
Q4 | $652K | Buy |
+15,807
| New | +$652K | 0.33% | 124 |
|