MW
Marks Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,718
| Closed | -$201K | – | 30 |
|
|
2024
Q3 | $201K | Sell |
1,718
-340
| -17% | -$39.9K | 0.09% | 25 |
|
|
2024
Q2 | $237K | Hold |
2,058
| – | – | 0.1% | 14 |
|
|
2024
Q1 | $239K | Sell |
2,058
-15
| -0.7% | -$1.74K | 0.09% | 12 |
|
|
2023
Q4 | $207K | Hold |
2,073
| – | – | 0.11% | 14 |
|
|
2023
Q3 | $244K | Hold |
2,073
| – | – | 9.25% | 5 |
|
|
2023
Q2 | $222K | Sell |
2,073
-68
| -3% | -$7.29K | 0.23% | 7 |
|
|
2023
Q1 | $235K | Buy |
2,141
+15
| +0.7% | +$1.65K | 2.11% | 7 |
|
|
2022
Q4 | $234K | Buy |
+2,126
| New | +$234K | 0.98% | 8 |
|