MWA
Monograph Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
2,163
-91
| -4% | -$9.81K | 0.03% | 117 |
|
|
2025
Q1 | $268K | Sell |
2,254
-95
| -4% | -$11.3K | 0.04% | 96 |
|
|
2024
Q4 | $253K | Buy |
2,349
+219
| +10% | +$23.6K | 0.03% | 102 |
|
|
2024
Q3 | $250K | Hold |
2,130
| – | – | 0.03% | 99 |
|
|
2024
Q2 | $245K | Hold |
2,130
| – | – | 0.04% | 93 |
|
|
2024
Q1 | $248K | Sell |
2,130
-337
| -14% | -$39.2K | 0.04% | 140 |
|
|
2023
Q4 | $247K | Buy |
2,467
+337
| +16% | +$33.7K | 0.04% | 93 |
|
|
2023
Q3 | $250K | Hold |
2,130
| – | – | 0.05% | 103 |
|
|
2023
Q2 | $228K | Hold |
2,130
| – | – | 0.05% | 74 |
|
|
2023
Q1 | $234K | Sell |
2,130
-2,886
| -58% | -$316K | 0.05% | 74 |
|
|
2022
Q4 | $553K | Buy |
+5,016
| New | +$553K | 0.15% | 49 |
|