SWM
Silverlake Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
28,284
+5,828
| +26% | +$628K | 0.89% | 14 |
|
|
2025
Q1 | $2.67M | Buy |
22,456
+74
| +0.3% | +$8.8K | 1.01% | 17 |
|
|
2024
Q4 | $2.41M | Sell |
22,382
-1,512
| -6% | -$163K | 0.92% | 17 |
|
|
2024
Q3 | $2.8M | Sell |
23,894
-351
| -1% | -$41.1K | 1.06% | 14 |
|
|
2024
Q2 | $2.79M | Buy |
24,245
+4,622
| +24% | +$532K | 1.14% | 12 |
|
|
2024
Q1 | $2.28M | Buy |
19,623
+27
| +0.1% | +$3.14K | 1.16% | 15 |
|
|
2023
Q4 | $1.96M | Sell |
19,596
-71
| -0.4% | -$7.1K | 1.08% | 16 |
|
|
2023
Q3 | $2.31M | Buy |
19,667
+292
| +2% | +$34.3K | 1.3% | 12 |
|
|
2023
Q2 | $2.08M | Sell |
19,375
-604
| -3% | -$64.8K | 1.16% | 17 |
|
|
2023
Q1 | $2.19M | Sell |
19,979
-703
| -3% | -$77.1K | 1.33% | 13 |
|
|
2022
Q4 | $2.28M | Sell |
20,682
-540
| -3% | -$59.6K | 1.42% | 12 |
|
|
2022
Q3 | $1.85M | Buy |
21,222
+22
| +0.1% | +$1.92K | 1.25% | 16 |
|
|
2022
Q2 | $1.82M | Sell |
21,200
-1,247
| -6% | -$107K | 1.18% | 18 |
|
|
2022
Q1 | $1.85M | Buy |
22,447
+604
| +3% | +$49.9K | 1.06% | 16 |
|
|
2021
Q4 | $1.34M | Buy |
+21,843
| New | +$1.34M | 0.72% | 36 |
|