PFWA
Paces Ferry Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
4,484
-124
| -3% | -$13.4K | 0.22% | 61 |
|
|
2025
Q1 | $548K | Sell |
4,608
-63
| -1% | -$7.49K | 0.27% | 55 |
|
|
2024
Q4 | $502K | Sell |
4,671
-221
| -5% | -$23.8K | 0.24% | 56 |
|
|
2024
Q3 | $573K | Buy |
4,892
+5
| +0.1% | +$586 | 0.33% | 51 |
|
|
2024
Q2 | $563K | Buy |
4,887
+770
| +19% | +$88.6K | 0.34% | 53 |
|
|
2024
Q1 | $479K | Sell |
4,117
-82
| -2% | -$9.53K | 0.31% | 62 |
|
|
2023
Q4 | $420K | Sell |
4,199
-905
| -18% | -$90.5K | 0.29% | 65 |
|
|
2023
Q3 | $600K | Buy |
5,104
+160
| +3% | +$18.8K | 0.48% | 46 |
|
|
2023
Q2 | $530K | Buy |
4,944
+254
| +5% | +$27.2K | 0.4% | 50 |
|
|
2023
Q1 | $514K | Buy |
4,690
+372
| +9% | +$40.8K | 0.41% | 50 |
|
|
2022
Q4 | $476K | Buy |
4,318
+26
| +0.6% | +$2.87K | 0.46% | 47 |
|
|
2022
Q3 | $375K | Buy |
4,292
+70
| +2% | +$6.12K | 0.41% | 58 |
|
|
2022
Q2 | $362K | Sell |
4,222
-149
| -3% | -$12.8K | 0.36% | 62 |
|
|
2022
Q1 | $361K | Sell |
4,371
-650
| -13% | -$53.7K | 0.29% | 75 |
|
|
2021
Q4 | $307K | Sell |
5,021
-251
| -5% | -$15.3K | 0.22% | 86 |
|
|
2021
Q3 | $310K | Sell |
5,272
-380
| -7% | -$22.3K | 0.25% | 83 |
|
|
2021
Q2 | $357K | Buy |
5,652
+63
| +1% | +$3.98K | 0.27% | 78 |
|
|
2021
Q1 | $312K | Buy |
+5,589
| New | +$312K | 0.27% | 81 |
|
|
2020
Q4 | – | Sell |
-4,188
| Closed | -$144K | – | 1123 |
|
|
2020
Q3 | $144K | Buy |
+4,188
| New | +$144K | 0.13% | 124 |
|