RWA
Rooted Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
5,998
+1,641
| +38% | +$189K | 0.24% | 56 |
|
|
2025
Q1 | $455K | Buy |
4,357
+232
| +6% | +$24.2K | 0.2% | 60 |
|
|
2024
Q4 | $449K | Buy |
4,125
+1,293
| +46% | +$141K | 0.18% | 61 |
|
|
2024
Q3 | $355K | Buy |
2,832
+428
| +18% | +$53.7K | 0.16% | 66 |
|
|
2024
Q2 | $286K | Buy |
2,404
+337
| +16% | +$40.1K | 0.13% | 73 |
|
|
2024
Q1 | $247K | Buy |
2,067
+83
| +4% | +$9.92K | 0.12% | 71 |
|
|
2023
Q4 | $203K | Sell |
1,984
-556
| -22% | -$56.9K | 0.11% | 71 |
|
|
2023
Q3 | $267K | Buy |
2,540
+473
| +23% | +$49.7K | 0.16% | 65 |
|
|
2023
Q2 | $221K | Sell |
2,067
-301
| -13% | -$32.2K | 0.15% | 76 |
|
|
2023
Q1 | $275K | Buy |
2,368
+159
| +7% | +$18.5K | 0.2% | 61 |
|
|
2022
Q4 | $244K | Buy |
+2,209
| New | +$244K | 0.2% | 60 |
|