SVWAG

Sound View Wealth Advisors Group’s Exxon Mobil XOM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.86M	Buy	63,660 +1,128	+2%	+$122K	0.51%	50
2025 Q1	$7.44M	Sell	62,532 -7,043	-10%	-$838K	0.61%	45
2024 Q4	$7.48M	Buy	69,575 +2,547	+4%	+$274K	0.6%	43
2024 Q3	$7.86M	Buy	67,028 +7,119	+12%	+$834K	0.64%	42
2024 Q2	$6.9M	Buy	59,909 +10,750	+22%	+$1.24M	0.71%	40
2024 Q1	$5.71M	Sell	49,159 -4,380	-8%	-$509K	0.61%	46
2023 Q4	$5.35M	Sell	53,539 -113	-0.2%	-$11.3K	0.59%	44
2023 Q3	$6.31M	Buy	53,652 +6,859	+15%	+$806K	0.78%	35
2023 Q2	$5.02M	Buy	46,793 +266	+0.6%	+$28.5K	0.66%	40
2023 Q1	$5.1M	Sell	46,527 -7,012	-13%	-$769K	0.7%	39
2022 Q4	$5.35M	Buy	53,539 +17,890	+50%	+$1.79M	0.59%	44
2022 Q3	$3.11M	Sell	35,649 -1,545	-4%	-$135K	0.7%	42
2022 Q2	$3.19M	Sell	37,194 -792	-2%	-$67.8K	0.67%	43
2022 Q1	$3.14M	Buy	37,986 +1,321	+4%	+$109K	0.6%	48
2021 Q4	$2.24M	Buy	36,665 +6,463	+21%	+$396K	0.42%	59
2021 Q3	$1.78M	Buy	30,202 +5,384	+22%	+$317K	0.37%	66
2021 Q2	$1.57M	Sell	24,818 -2,413	-9%	-$152K	0.33%	82
2021 Q1	$1.52M	Sell	27,231 -2,811	-9%	-$157K	0.35%	83
2020 Q4	$1.24M	Sell	30,042 -3,033	-9%	-$125K	0.3%	89
2020 Q3	$1.14M	Sell	33,075 -5,594	-14%	-$192K	0.3%	87
2020 Q2	$1.73M	Sell	38,669 -4,812	-11%	-$215K	0.49%	58
2020 Q1	$1.65M	Sell	43,481 -13,650	-24%	-$518K	0.57%	55
2019 Q4	$3.99M	Sell	57,131 -1,065	-2%	-$74.3K	1.13%	26
2019 Q3	$4.11M	Sell	58,196 -5,136	-8%	-$363K	1.22%	21
2019 Q2	$4.85M	Buy	+63,332	New	+$4.85M	1.43%	14