SWM
Seaside Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
5,240
+83
| +2% | +$8.95K | 0.18% | 34 |
|
|
2025
Q1 | $613K | Buy |
5,157
+93
| +2% | +$11.1K | 0.22% | 30 |
|
|
2024
Q4 | $545K | Buy |
5,064
+12
| +0.2% | +$1.29K | 0.2% | 30 |
|
|
2024
Q3 | $592K | Buy |
5,052
+12
| +0.2% | +$1.41K | 0.22% | 30 |
|
|
2024
Q2 | $580K | Sell |
5,040
-391
| -7% | -$45K | 0.24% | 30 |
|
|
2024
Q1 | $631K | Buy |
5,431
+14
| +0.3% | +$1.63K | 0.27% | 29 |
|
|
2023
Q4 | $542K | Buy |
5,417
+16
| +0.3% | +$1.6K | 0.25% | 28 |
|
|
2023
Q3 | $635K | Sell |
5,401
-80
| -1% | -$9.41K | 0.32% | 25 |
|
|
2023
Q2 | $588K | Buy |
5,481
+50
| +0.9% | +$5.36K | 0.3% | 26 |
|
|
2023
Q1 | $597K | Sell |
5,431
-20
| -0.4% | -$2.2K | 0.36% | 25 |
|
|
2022
Q4 | $601K | Sell |
5,451
-177
| -3% | -$19.5K | 0.4% | 25 |
|
|
2022
Q3 | $625K | Buy |
5,628
+2,624
| +87% | +$291K | 0.43% | 25 |
|
|
2022
Q2 | $290K | Buy |
+3,004
| New | +$290K | 0.22% | 33 |
|