QWP
Quotient Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.9M | Buy |
630,138
+7,857
| +1% | +$847K | 2% | 15 |
|
|
2025
Q1 | $74M | Buy |
622,281
+44,859
| +8% | +$5.34M | 2.36% | 15 |
|
|
2024
Q4 | $62.1M | Sell |
577,422
-5,936
| -1% | -$639K | 2.03% | 13 |
|
|
2024
Q3 | $68.4M | Sell |
583,358
-12,651
| -2% | -$1.48M | 2.25% | 13 |
|
|
2024
Q2 | $68.6M | Sell |
596,009
-12,919
| -2% | -$1.49M | 2.4% | 13 |
|
|
2024
Q1 | $70.8M | Sell |
608,928
-40,247
| -6% | -$4.68M | 2.53% | 12 |
|
|
2023
Q4 | $64.9M | Buy |
+649,175
| New | +$64.9M | 2.52% | 12 |
|