SWA
SOA Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
24,760
-572
| -2% | -$17.6K | 0.14% | 91 |
|
|
2025
Q1 | $839K | Buy |
25,332
+18,336
| +262% | +$608K | 0.18% | 80 |
|
|
2024
Q4 | $753K | Buy |
6,996
+1,595
| +30% | +$172K | 0.14% | 89 |
|
|
2024
Q3 | $633K | Buy |
5,401
+5
| +0.1% | +$586 | 0.12% | 98 |
|
|
2024
Q2 | $621K | Buy |
5,396
+607
| +13% | +$69.9K | 0.13% | 96 |
|
|
2024
Q1 | $557K | Sell |
4,789
-197
| -4% | -$22.9K | 0.12% | 97 |
|
|
2023
Q4 | $498K | Buy |
4,986
+204
| +4% | +$20.4K | 0.11% | 98 |
|
|
2023
Q3 | $562K | Sell |
4,782
-206
| -4% | -$24.2K | 0.14% | 82 |
|
|
2023
Q2 | $535K | Buy |
4,988
+5
| +0.1% | +$536 | 0.13% | 92 |
|
|
2023
Q1 | $546K | Sell |
4,983
-150
| -3% | -$16.4K | 0.13% | 86 |
|
|
2022
Q4 | $566K | Buy |
5,133
+179
| +4% | +$19.7K | 0.15% | 80 |
|
|
2022
Q3 | $432K | Buy |
4,954
+3
| +0.1% | +$262 | 0.13% | 90 |
|
|
2022
Q2 | $424K | Buy |
4,951
+3
| +0.1% | +$257 | 0.12% | 95 |
|
|
2022
Q1 | $408K | Sell |
4,948
-350
| -7% | -$28.9K | 0.1% | 111 |
|
|
2021
Q4 | $322K | Sell |
5,298
-656
| -11% | -$39.9K | 0.08% | 125 |
|
|
2021
Q3 | $350K | Buy |
5,954
+15
| +0.3% | +$882 | 0.09% | 124 |
|
|
2021
Q2 | $374K | Buy |
5,939
+301
| +5% | +$19K | 0.1% | 118 |
|
|
2021
Q1 | $314K | Buy |
5,638
+18
| +0.3% | +$1K | 0.09% | 116 |
|
|
2020
Q4 | $287K | Buy |
+5,620
| New | +$287K | 0.08% | 118 |
|