SWM
Seed Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Buy |
5,743
+130
| +2% | +$14K | 0.46% | 55 |
|
|
2025
Q1 | $668K | Hold |
5,613
| – | – | 0.54% | 51 |
|
|
2024
Q4 | $604K | Hold |
5,613
| – | – | 0.49% | 54 |
|
|
2024
Q3 | $658K | Hold |
5,613
| – | – | 0.53% | 52 |
|
|
2024
Q2 | $646K | Buy |
5,613
+779
| +16% | +$89.7K | 0.56% | 43 |
|
|
2024
Q1 | $566K | Hold |
4,834
| – | – | 0.54% | 45 |
|
|
2023
Q4 | $495K | Hold |
4,834
| – | – | 0.5% | 53 |
|
|
2023
Q3 | $568K | Hold |
4,834
| – | – | 0.64% | 45 |
|
|
2023
Q2 | $518K | Hold |
4,834
| – | – | 0.55% | 49 |
|
|
2023
Q1 | $530K | Hold |
4,834
| – | – | 0.6% | 44 |
|
|
2022
Q4 | $533K | Buy |
+4,834
| New | +$533K | 0.61% | 40 |
|