TLA
Tanglewood Legacy Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Sell |
8,416
-2
| -0% | -$216 | 0.37% | 41 |
|
|
2025
Q1 | $1M | Buy |
8,418
+1
| +0% | +$119 | 0.44% | 35 |
|
|
2024
Q4 | $905K | Sell |
8,417
-46
| -0.5% | -$4.95K | 0.39% | 40 |
|
|
2024
Q3 | $992K | Sell |
8,463
-9
| -0.1% | -$1.06K | 0.44% | 36 |
|
|
2024
Q2 | $975K | Sell |
8,472
-22
| -0.3% | -$2.53K | 0.46% | 37 |
|
|
2024
Q1 | $987K | Buy |
8,494
+54
| +0.6% | +$6.28K | 0.49% | 31 |
|
|
2023
Q4 | $844K | Sell |
8,440
-39
| -0.5% | -$3.9K | 0.46% | 34 |
|
|
2023
Q3 | $997K | Sell |
8,479
-6
| -0.1% | -$705 | 0.6% | 27 |
|
|
2023
Q2 | $910K | Buy |
8,485
+3,544
| +72% | +$380K | 0.53% | 31 |
|
|
2023
Q1 | $542K | Buy |
4,941
+266
| +6% | +$29.2K | 0.35% | 41 |
|
|
2022
Q4 | $516K | Buy |
+4,675
| New | +$516K | 0.37% | 35 |
|