LWA
Lineweaver Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
31,600
-65
| -0.2% | -$7.01K | 0.54% | 38 |
|
|
2025
Q1 | $3.77M | Buy |
31,665
+2,724
| +9% | +$324K | 0.64% | 34 |
|
|
2024
Q4 | $3.11M | Buy |
28,941
+1,462
| +5% | +$157K | 0.58% | 38 |
|
|
2024
Q3 | $3.22M | Buy |
27,479
+1,323
| +5% | +$155K | 0.61% | 36 |
|
|
2024
Q2 | $3.01M | Buy |
26,156
+1,135
| +5% | +$131K | 0.62% | 35 |
|
|
2024
Q1 | $2.91M | Buy |
25,021
+2,274
| +10% | +$264K | 0.69% | 33 |
|
|
2023
Q4 | $2.28M | Buy |
22,747
+8,141
| +56% | +$814K | 0.59% | 36 |
|
|
2023
Q3 | $1.72M | Buy |
14,606
+6,761
| +86% | +$795K | 0.5% | 42 |
|
|
2023
Q2 | $842K | Buy |
7,845
+327
| +4% | +$35.1K | 0.24% | 70 |
|
|
2023
Q1 | $824K | Buy |
7,518
+63
| +0.8% | +$6.91K | 0.25% | 70 |
|
|
2022
Q4 | $822K | Buy |
7,455
+487
| +7% | +$53.7K | 0.25% | 74 |
|
|
2022
Q3 | $608K | Buy |
6,968
+959
| +16% | +$83.7K | 0.2% | 82 |
|
|
2022
Q2 | $514K | Buy |
6,009
+255
| +4% | +$21.8K | 0.17% | 83 |
|
|
2022
Q1 | $475K | Sell |
5,754
-335
| -6% | -$27.7K | 0.14% | 93 |
|
|
2021
Q4 | $372K | Buy |
6,089
+71
| +1% | +$4.34K | 0.11% | 101 |
|
|
2021
Q3 | $353K | Buy |
6,018
+1,080
| +22% | +$63.4K | 0.11% | 94 |
|
|
2021
Q2 | $311K | Buy |
4,938
+466
| +10% | +$29.3K | 0.1% | 98 |
|
|
2021
Q1 | $249K | Buy |
+4,472
| New | +$249K | 0.09% | 100 |
|