MWM
McNaughton Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,740
| Closed | -$207K | – | 78 |
|
|
2025
Q1 | $207K | Buy |
+1,740
| New | +$207K | 0.1% | 73 |
|
|
2024
Q4 | – | Sell |
-1,766
| Closed | -$207K | – | 57 |
|
|
2024
Q3 | $207K | Buy |
1,766
+15
| +0.9% | +$1.76K | 0.1% | 56 |
|
|
2024
Q2 | $202K | Buy |
+1,751
| New | +$202K | 0.11% | 53 |
|