LGWM
Litman Gregory Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
1,911
+11
| +0.6% | +$1.19K | 0.02% | 135 |
|
|
2025
Q1 | $226K | Hold |
1,900
| – | – | 0.02% | 128 |
|
|
2024
Q4 | $204K | Sell |
1,900
-1,000
| -34% | -$108K | 0.02% | 132 |
|
|
2024
Q3 | $340K | Buy |
+2,900
| New | +$340K | 0.03% | 110 |
|
|
2021
Q2 | – | Sell |
-487
| Closed | -$27K | – | 194 |
|
|
2021
Q1 | $27K | Sell |
487
-220
| -31% | -$12.2K | 0.01% | 122 |
|
|
2020
Q4 | $29K | Hold |
707
| – | – | 0.01% | 118 |
|
|
2020
Q3 | $24K | Hold |
707
| – | – | 0.01% | 118 |
|
|
2020
Q2 | $32K | Buy |
707
+220
| +45% | +$9.96K | 0.01% | 105 |
|
|
2020
Q1 | $18K | Sell |
487
-176
| -27% | -$6.51K | ﹤0.01% | 108 |
|
|
2019
Q4 | $46K | Buy |
663
+141
| +27% | +$9.78K | 0.01% | 98 |
|
|
2019
Q3 | $37K | Sell |
522
-36
| -6% | -$2.55K | 0.01% | 85 |
|
|
2019
Q2 | $43K | Buy |
558
+71
| +15% | +$5.47K | 0.01% | 95 |
|
|
2019
Q1 | $39K | Sell |
487
-314
| -39% | -$25.1K | 0.01% | 73 |
|
|
2018
Q4 | $55K | Buy |
801
+701
| +701% | +$48.1K | 0.02% | 72 |
|
|
2018
Q3 | $9K | Sell |
100
-400
| -80% | -$36K | ﹤0.01% | 91 |
|
|
2018
Q2 | $38K | Buy |
500
+100
| +25% | +$7.6K | 0.02% | 59 |
|
|
2018
Q1 | $30K | Sell |
400
-1,200
| -75% | -$90K | 0.01% | 116 |
|
|
2017
Q4 | $134 | Hold |
1,600
| – | – | 0.04% | 35 |
|
|
2017
Q3 | $131K | Buy |
+1,600
| New | +$131K | 0.06% | 36 |
|