PPWP
Proquility Private Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.83M | Buy |
57,420
+17,740
| +45% | +$2.11M | 2.1% | 16 |
|
|
2024
Q4 | $4.27M | Sell |
39,680
-3,673
| -8% | -$395K | 1.37% | 26 |
|
|
2024
Q3 | $5.08M | Buy |
43,353
+4,218
| +11% | +$494K | 1.63% | 19 |
|
|
2024
Q2 | $4.51M | Sell |
39,135
-4,285
| -10% | -$493K | 1.54% | 19 |
|
|
2024
Q1 | $5.05M | Buy |
43,420
+5,305
| +14% | +$617K | 1.73% | 18 |
|
|
2023
Q4 | $3.81M | Sell |
38,115
-804
| -2% | -$80.4K | 1.44% | 23 |
|
|
2023
Q3 | $4.58M | Sell |
38,919
-128
| -0.3% | -$15.1K | 1.88% | 15 |
|
|
2023
Q2 | $4.19M | Sell |
39,047
-266
| -0.7% | -$28.5K | 1.64% | 18 |
|
|
2023
Q1 | $4.31M | Sell |
39,313
-12,540
| -24% | -$1.38M | 1.71% | 16 |
|
|
2022
Q4 | $5.72M | Sell |
51,853
-7,227
| -12% | -$797K | 2.35% | 12 |
|
|
2022
Q3 | $5.16M | Sell |
59,080
-1,584
| -3% | -$138K | 2.37% | 9 |
|
|
2022
Q2 | $5.2M | Buy |
60,664
+772
| +1% | +$66.1K | 2.23% | 11 |
|
|
2022
Q1 | $5.17M | Sell |
59,892
-1,606,535
| -96% | -$139M | 2.16% | 14 |
|
|
2021
Q4 | $6.55M | Buy |
1,666,427
+1,592,519
| +2,155% | +$6.26M | 2.31% | 12 |
|
|
2021
Q3 | $4.35M | Buy |
73,908
+9,340
| +14% | +$549K | 1.64% | 15 |
|
|
2021
Q2 | $4.07M | Sell |
64,568
-1,594,186
| -96% | -$101M | 1.53% | 17 |
|
|
2021
Q1 | $4.71M | Buy |
1,658,754
+23,058
| +1% | +$65.4K | 1.88% | 15 |
|
|
2020
Q4 | $2.94M | Buy |
+1,635,696
| New | +$2.94M | 1.34% | 21 |
|