LWM
LJI Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
13,208
-346
| -3% | -$37.3K | 0.25% | 45 |
|
|
2025
Q1 | $1.61M | Sell |
13,554
-927
| -6% | -$110K | 0.32% | 40 |
|
|
2024
Q4 | $1.56M | Sell |
14,481
-688
| -5% | -$74K | 0.31% | 39 |
|
|
2024
Q3 | $1.78M | Buy |
15,169
+49
| +0.3% | +$5.74K | 0.36% | 34 |
|
|
2024
Q2 | $1.74M | Sell |
15,120
-92
| -0.6% | -$10.6K | 0.38% | 34 |
|
|
2024
Q1 | $1.77M | Buy |
15,212
+40
| +0.3% | +$4.65K | 0.46% | 28 |
|
|
2023
Q4 | $1.52M | Buy |
15,172
+171
| +1% | +$17.1K | 0.39% | 34 |
|
|
2023
Q3 | $1.76M | Sell |
15,001
-43
| -0.3% | -$5.06K | 0.51% | 29 |
|
|
2023
Q2 | $1.61M | Sell |
15,044
-188
| -1% | -$20.2K | 0.47% | 30 |
|
|
2023
Q1 | $1.67M | Buy |
15,232
+55
| +0.4% | +$6.03K | 0.53% | 30 |
|
|
2022
Q4 | $1.67M | Buy |
+15,177
| New | +$1.67M | 0.59% | 29 |
|