SWM
Sagace Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
3,355
+238
| +8% | +$25.7K | 0.27% | 48 |
|
|
2025
Q1 | $371K | Buy |
3,117
+145
| +5% | +$17.2K | 0.28% | 52 |
|
|
2024
Q4 | $320K | Sell |
2,972
-250
| -8% | -$26.9K | 0.24% | 53 |
|
|
2024
Q3 | $400K | Buy |
3,222
+1,281
| +66% | +$159K | 0.31% | 47 |
|
|
2024
Q2 | $224K | Buy |
+1,941
| New | +$224K | 0.22% | 46 |
|