PIAS
PCA Investment Advisory Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,319
| Closed | -$357K | – | 144 |
|
|
2024
Q4 | $357K | Sell |
3,319
-10
| -0.3% | -$1.08K | 0.17% | 83 |
|
|
2024
Q3 | $390K | Buy |
3,329
+15
| +0.5% | +$1.76K | 0.18% | 80 |
|
|
2024
Q2 | $381K | Buy |
3,314
+33
| +1% | +$3.8K | 0.2% | 72 |
|
|
2024
Q1 | $381K | Buy |
3,281
+171
| +5% | +$19.9K | 0.21% | 65 |
|
|
2023
Q4 | $311K | Buy |
3,110
+11
| +0.4% | +$1.1K | 0.21% | 72 |
|
|
2023
Q3 | $364K | Buy |
3,099
+4
| +0.1% | +$470 | 0.26% | 64 |
|
|
2023
Q2 | $332K | Sell |
3,095
-46
| -1% | -$4.94K | 0.2% | 71 |
|
|
2023
Q1 | $345K | Buy |
+3,141
| New | +$345K | 0.24% | 67 |
|