SWM
SilverOak Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
3,054
+333
| +12% | +$35.9K | 0.06% | 81 |
|
|
2025
Q1 | $324K | Hold |
2,721
| – | – | 0.07% | 71 |
|
|
2024
Q4 | $293K | Sell |
2,721
-52
| -2% | -$5.59K | 0.06% | 78 |
|
|
2024
Q3 | $325K | Buy |
2,773
+61
| +2% | +$7.15K | 0.07% | 70 |
|
|
2024
Q2 | $312K | Buy |
2,712
+314
| +13% | +$36.1K | 0.08% | 71 |
|
|
2024
Q1 | $279K | Buy |
+2,398
| New | +$279K | 0.07% | 74 |
|