SWM
Sculati Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
3,584
| – | – | 0.15% | 95 |
|
|
2025
Q1 | $426K | Hold |
3,584
| – | – | 0.17% | 81 |
|
|
2024
Q4 | $386K | Hold |
3,584
| – | – | 0.15% | 85 |
|
|
2024
Q3 | $420K | Sell |
3,584
-4
| -0.1% | -$469 | 0.17% | 82 |
|
|
2024
Q2 | $413K | Buy |
3,588
+200
| +6% | +$23K | 0.18% | 80 |
|
|
2024
Q1 | $394K | Hold |
3,388
| – | – | 0.17% | 81 |
|
|
2023
Q4 | $339K | Buy |
3,388
+4
| +0.1% | +$400 | 0.16% | 84 |
|
|
2023
Q3 | $398K | Hold |
3,384
| – | – | 0.2% | 77 |
|
|
2023
Q2 | $363K | Buy |
3,384
+1,084
| +47% | +$116K | 0.18% | 81 |
|
|
2023
Q1 | $252K | Sell |
2,300
-41
| -2% | -$4.5K | 0.13% | 97 |
|
|
2022
Q4 | $258K | Sell |
2,341
-70
| -3% | -$7.72K | 0.15% | 93 |
|
|
2022
Q3 | $211K | Hold |
2,411
| – | – | 0.12% | 106 |
|
|
2022
Q2 | $207K | Buy |
+2,411
| New | +$207K | 0.12% | 111 |
|
|
2020
Q1 | – | Sell |
-4,042
| Closed | -$282K | – | 110 |
|
|
2019
Q4 | $282K | Buy |
+4,042
| New | +$282K | 0.25% | 73 |
|