OWA
Opal Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
9,795
-1,433
| -13% | -$154K | 0.29% | 40 |
|
|
2025
Q1 | $1.34M | Buy |
11,228
+1,387
| +14% | +$165K | 0.41% | 29 |
|
|
2024
Q4 | $1.06M | Buy |
9,841
+488
| +5% | +$52.5K | 0.32% | 42 |
|
|
2024
Q3 | $1.1M | Buy |
9,353
+415
| +5% | +$48.6K | 0.34% | 43 |
|
|
2024
Q2 | $1.03M | Buy |
8,938
+21
| +0.2% | +$2.42K | 0.33% | 39 |
|
|
2024
Q1 | $1.04M | Buy |
8,917
+291
| +3% | +$33.8K | 0.35% | 40 |
|
|
2023
Q4 | $862K | Sell |
8,626
-594
| -6% | -$59.4K | 0.34% | 45 |
|
|
2023
Q3 | $1.08M | Buy |
9,220
+218
| +2% | +$25.6K | 0.63% | 25 |
|
|
2023
Q2 | $965K | Buy |
9,002
+1,419
| +19% | +$152K | 0.48% | 24 |
|
|
2023
Q1 | $832K | Buy |
7,583
+517
| +7% | +$56.7K | 0.49% | 24 |
|
|
2022
Q4 | $779K | Sell |
7,066
-2,658
| -27% | -$293K | 0.43% | 35 |
|
|
2022
Q3 | $849K | Buy |
9,724
+3,712
| +62% | +$324K | 0.62% | 21 |
|
|
2022
Q2 | $515K | Buy |
6,012
+725
| +14% | +$62.1K | 0.34% | 39 |
|
|
2022
Q1 | $437K | Sell |
5,287
-127
| -2% | -$10.5K | 0.38% | 39 |
|
|
2021
Q4 | $331K | Buy |
5,414
+150
| +3% | +$9.17K | 0.21% | 78 |
|
|
2021
Q3 | $310K | Sell |
5,264
-435
| -8% | -$25.6K | 0.3% | 46 |
|
|
2021
Q2 | $360K | Buy |
5,699
+166
| +3% | +$10.5K | 0.34% | 43 |
|
|
2021
Q1 | $309K | Buy |
5,533
+305
| +6% | +$17K | 0.34% | 43 |
|
|
2020
Q4 | $215K | Buy |
+5,228
| New | +$215K | 0.27% | 65 |
|