MAWA
Moss Adams Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
35,898
-212
| -0.6% | -$22.9K | 0.35% | 28 |
|
|
2025
Q1 | $4.29M | Buy |
36,110
+3,167
| +10% | +$377K | 0.45% | 20 |
|
|
2024
Q4 | $3.54M | Buy |
32,943
+2,144
| +7% | +$231K | 0.37% | 25 |
|
|
2024
Q3 | $3.61M | Sell |
30,799
-129
| -0.4% | -$15.1K | 0.4% | 24 |
|
|
2024
Q2 | $3.56M | Buy |
30,928
+2,926
| +10% | +$337K | 0.49% | 22 |
|
|
2024
Q1 | $3.25M | Buy |
28,002
+7,990
| +40% | +$929K | 0.52% | 20 |
|
|
2023
Q4 | $2M | Buy |
20,012
+460
| +2% | +$46K | 0.42% | 22 |
|
|
2023
Q3 | $2.3M | Sell |
19,552
-178
| -0.9% | -$20.9K | 0.78% | 15 |
|
|
2023
Q2 | $2.12M | Buy |
19,730
+368
| +2% | +$39.5K | 0.69% | 18 |
|
|
2023
Q1 | $2.12M | Buy |
19,362
+1,297
| +7% | +$142K | 0.72% | 16 |
|
|
2022
Q4 | $1.99M | Buy |
+18,065
| New | +$1.99M | 1% | 18 |
|