MGWA
Monument Group Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
5,273
+293
| +6% | +$31.6K | 0.36% | 19 |
|
|
2025
Q1 | $592K | Buy |
4,980
+69
| +1% | +$8.21K | 0.41% | 17 |
|
|
2024
Q4 | $528K | Sell |
4,911
-16
| -0.3% | -$1.72K | 0.37% | 20 |
|
|
2024
Q3 | $578K | Sell |
4,927
-37
| -0.7% | -$4.34K | 0.35% | 19 |
|
|
2024
Q2 | $571K | Hold |
4,964
| – | – | 0.38% | 20 |
|
|
2024
Q1 | $577K | Hold |
4,964
| – | – | 0.43% | 19 |
|
|
2023
Q4 | $496K | Buy |
+4,964
| New | +$496K | 0.42% | 18 |
|