LA
LM Advisors’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $882K | Sell |
8,184
-75
| -0.9% | -$8.08K | 0.11% | 92 |
|
2025
Q1 | $982K | Buy |
8,259
+75
| +0.9% | +$8.92K | 0.18% | 88 |
|
2024
Q4 | $880K | Buy |
8,184
+819
| +11% | +$88.1K | 0.16% | 92 |
|
2024
Q3 | $772K | Sell |
7,365
-1,600
| -18% | -$168K | 0.16% | 92 |
|
2024
Q2 | $942K | Sell |
8,965
-14
| -0.2% | -$1.47K | ﹤0.01% | 96 |
|
2024
Q1 | $953K | Sell |
8,979
-1,881
| -17% | -$200K | 0.15% | 100 |
|
2023
Q4 | $1.09M | Buy |
+10,860
| New | +$1.09M | 0.22% | 76 |
|