SWA
Strata Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
5,932
-6,476
| -52% | -$698K | 0.18% | 44 |
|
|
2025
Q1 | $1.48M | Sell |
12,408
-560
| -4% | -$66.6K | 0.46% | 28 |
|
|
2024
Q4 | $1.39M | Sell |
12,968
-465
| -3% | -$50K | 0.44% | 29 |
|
|
2024
Q3 | $1.57M | Buy |
13,433
+640
| +5% | +$75K | 0.51% | 26 |
|
|
2024
Q2 | $1.47M | Buy |
12,793
+1,479
| +13% | +$170K | 0.51% | 26 |
|
|
2024
Q1 | $1.32M | Buy |
11,314
+5,933
| +110% | +$690K | 0.46% | 25 |
|
|
2023
Q4 | $538K | Sell |
5,381
-471
| -8% | -$47.1K | 0.21% | 44 |
|
|
2023
Q3 | $688K | Buy |
+5,852
| New | +$688K | 0.33% | 25 |
|
|
2023
Q1 | $618K | Buy |
5,636
+1,283
| +29% | +$141K | 0.32% | 28 |
|
|
2022
Q4 | $480K | Buy |
+4,353
| New | +$480K | 0.27% | 29 |
|