PWP
Precedent Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
33,938
-14,835
| -30% | -$1.6M | 0.9% | 26 |
|
|
2025
Q1 | $5.8M | Buy |
48,773
+26,679
| +121% | +$3.17M | 1.61% | 17 |
|
|
2024
Q4 | $2.38M | Buy |
22,094
+182
| +0.8% | +$19.6K | 0.78% | 35 |
|
|
2024
Q3 | $2.57M | Buy |
21,912
+2,085
| +11% | +$244K | 0.85% | 33 |
|
|
2024
Q2 | $2.28M | Buy |
19,827
+2,620
| +15% | +$302K | 0.92% | 28 |
|
|
2024
Q1 | $2M | Buy |
17,207
+869
| +5% | +$101K | 0.86% | 28 |
|
|
2023
Q4 | $1.63M | Buy |
+16,338
| New | +$1.63M | 0.83% | 27 |
|