LWMI
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Legacy Wealth Management (Idaho)’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
2,414
+130
+6% +$14K 0.14% 69
2025
Q1
$272K Sell
2,284
-17
-0.7% -$2.02K 0.19% 59
2024
Q4
$251K Sell
2,301
-226
-9% -$24.6K 0.16% 64
2024
Q3
$307K Buy
+2,527
New +$307K 0.18% 54