ONSWM
Old North State Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
12,558
-6,152
| -33% | -$664K | 0.71% | 43 |
|
|
2025
Q1 | $2.23M | Buy |
18,710
+274
| +1% | +$32.6K | 1.24% | 31 |
|
|
2024
Q4 | $1.98M | Buy |
18,436
+718
| +4% | +$77.3K | 1.12% | 33 |
|
|
2024
Q3 | $2.08M | Buy |
17,718
+944
| +6% | +$111K | 1.16% | 31 |
|
|
2024
Q2 | $1.93M | Buy |
16,774
+1,410
| +9% | +$162K | 1.27% | 29 |
|
|
2024
Q1 | $1.79M | Buy |
15,364
+1,458
| +10% | +$170K | 1.17% | 29 |
|
|
2023
Q4 | $1.39M | Buy |
13,906
+4
| +0% | +$400 | 1.03% | 33 |
|
|
2023
Q3 | $1.63M | Buy |
13,902
+3
| +0% | +$353 | 1.44% | 26 |
|
|
2023
Q2 | $1.49M | Buy |
+13,899
| New | +$1.49M | 1.31% | 27 |
|