NRW
Nova R Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
3,673
+494
| +16% | +$53.2K | 0.18% | 60 |
|
|
2025
Q1 | $378K | Sell |
3,179
-171
| -5% | -$20.3K | 0.19% | 60 |
|
|
2024
Q4 | $360K | Sell |
3,350
-125
| -4% | -$13.4K | 0.18% | 57 |
|
|
2024
Q3 | $407K | Sell |
3,475
-129
| -4% | -$15.1K | 0.2% | 57 |
|
|
2024
Q2 | $415K | Sell |
3,604
-266
| -7% | -$30.6K | 0.21% | 53 |
|
|
2024
Q1 | $450K | Sell |
3,870
-92
| -2% | -$10.7K | 0.23% | 52 |
|
|
2023
Q4 | $396K | Buy |
3,962
+448
| +13% | +$44.8K | 0.25% | 47 |
|
|
2023
Q3 | $413K | Buy |
3,514
+10
| +0.3% | +$1.18K | 0.29% | 47 |
|
|
2023
Q2 | $376K | Sell |
3,504
-900
| -20% | -$96.5K | 0.25% | 48 |
|
|
2023
Q1 | $483K | Buy |
4,404
+919
| +26% | +$101K | 0.33% | 45 |
|
|
2022
Q4 | $384K | Sell |
3,485
-213
| -6% | -$23.5K | 0.28% | 50 |
|
|
2022
Q3 | $323K | Buy |
3,698
+13
| +0.4% | +$1.14K | 0.26% | 50 |
|
|
2022
Q2 | $316K | Sell |
3,685
-240
| -6% | -$20.6K | 0.26% | 53 |
|
|
2022
Q1 | $324K | Buy |
3,925
+9
| +0.2% | +$743 | 0.28% | 51 |
|
|
2021
Q4 | $240K | Buy |
+3,916
| New | +$240K | 0.19% | 69 |
|