SWA
Safir Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,832
| Closed | -$218K | – | 16 |
|
|
2025
Q1 | $218K | Buy |
+1,832
| New | +$218K | 0.17% | 15 |
|
|
2024
Q4 | – | Sell |
-1,832
| Closed | -$215K | – | 18 |
|
|
2024
Q3 | $215K | Hold |
1,832
| – | – | 0.17% | 17 |
|
|
2024
Q2 | $211K | Hold |
1,832
| – | – | 0.17% | 15 |
|
|
2024
Q1 | $213K | Buy |
+1,832
| New | +$213K | 0.17% | 15 |
|
|
2023
Q4 | – | Sell |
-1,832
| Closed | -$215K | – | 16 |
|
|
2023
Q3 | $215K | Buy |
+1,832
| New | +$215K | 0.21% | 12 |
|
|
2023
Q2 | – | Sell |
-1,832
| Closed | -$201K | – | 17 |
|
|
2023
Q1 | $201K | Sell |
1,832
-175
| -9% | -$19.2K | 0.2% | 14 |
|
|
2022
Q4 | $221K | Buy |
+2,007
| New | +$221K | 0.23% | 14 |
|
|
2021
Q1 | – | Sell |
-1,340
| Closed | -$55K | – | 39 |
|
|
2020
Q4 | $55K | Buy |
+1,340
| New | +$55K | 0.05% | 30 |
|