OWA
One Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
2,639
-9
| -0.3% | -$970 | 0.04% | 228 |
|
|
2025
Q1 | $315K | Sell |
2,648
-92
| -3% | -$10.9K | 0.05% | 204 |
|
|
2024
Q4 | $295K | Sell |
2,740
-2,003
| -42% | -$215K | 0.04% | 189 |
|
|
2024
Q3 | $556K | Buy |
4,743
+2,007
| +73% | +$235K | 0.09% | 118 |
|
|
2024
Q2 | $325K | Buy |
2,736
+551
| +25% | +$65.5K | 0.07% | 153 |
|
|
2024
Q1 | $254K | Buy |
+2,185
| New | +$254K | 0.04% | 202 |
|
|
2023
Q1 | – | Sell |
-825
| Closed | -$91K | – | 612 |
|
|
2022
Q4 | $91K | Buy |
+825
| New | +$91K | 0.02% | 304 |
|
|
2019
Q2 | – | Sell |
-18
| Closed | -$1K | – | 501 |
|
|
2019
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 550 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 633 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 604 |
|
|
2018
Q1 | – | Sell |
-1,388
| Closed | -$116K | – | 598 |
|
|
2017
Q4 | $116K | Buy |
+1,388
| New | +$116K | 0.09% | 177 |
|