PWM
Prentice Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
14,686
-233
| -2% | -$25.1K | 0.42% | 33 |
|
|
2025
Q1 | $1.77M | Sell |
14,919
-454
| -3% | -$54K | 0.51% | 28 |
|
|
2024
Q4 | $1.65M | Buy |
15,373
+65
| +0.4% | +$6.99K | 0.48% | 29 |
|
|
2024
Q3 | $1.79M | Buy |
15,308
+20
| +0.1% | +$2.34K | 0.53% | 27 |
|
|
2024
Q2 | $1.76M | Sell |
15,288
-606
| -4% | -$69.8K | 0.57% | 28 |
|
|
2024
Q1 | $1.85M | Buy |
15,894
+839
| +6% | +$97.5K | 0.64% | 24 |
|
|
2023
Q4 | $1.51M | Buy |
15,055
+450
| +3% | +$45K | 0.59% | 23 |
|
|
2023
Q3 | $1.72M | Sell |
14,605
-1,280
| -8% | -$151K | 0.78% | 18 |
|
|
2023
Q2 | $1.7M | Buy |
15,885
+568
| +4% | +$60.9K | 0.77% | 18 |
|
|
2023
Q1 | $1.68M | Sell |
15,317
-1,168
| -7% | -$128K | 0.8% | 17 |
|
|
2022
Q4 | $1.82M | Sell |
16,485
-423
| -3% | -$46.7K | 0.92% | 17 |
|
|
2022
Q3 | $1.48M | Buy |
16,908
+175
| +1% | +$15.3K | 0.81% | 15 |
|
|
2022
Q2 | $1.43M | Buy |
16,733
+250
| +2% | +$21.4K | 1.46% | 9 |
|
|
2022
Q1 | $1.35M | Sell |
16,483
-242
| -1% | -$19.9K | 0.65% | 17 |
|
|
2021
Q4 | $1.03M | Buy |
16,725
+5,824
| +53% | +$358K | 0.48% | 25 |
|
|
2021
Q3 | $641K | Buy |
10,901
+90
| +0.8% | +$5.29K | 0.31% | 31 |
|
|
2021
Q2 | $682K | Buy |
10,811
+600
| +6% | +$37.9K | 0.35% | 29 |
|
|
2021
Q1 | $570K | Buy |
+10,211
| New | +$570K | 0.32% | 32 |
|