TW
TritonPoint Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
20,670
+777
| +4% | +$83.8K | 0.21% | 111 |
|
|
2025
Q1 | $2.37M | Sell |
19,893
-377
| -2% | -$44.8K | 0.23% | 104 |
|
|
2024
Q4 | $2.18M | Sell |
20,270
-825
| -4% | -$88.7K | 0.2% | 112 |
|
|
2024
Q3 | $2.44M | Buy |
21,095
+546
| +3% | +$63.2K | 0.22% | 103 |
|
|
2024
Q2 | $2.37M | Buy |
20,549
+3,073
| +18% | +$354K | 0.23% | 102 |
|
|
2024
Q1 | $1.88M | Sell |
17,476
-1,858
| -10% | -$200K | 0.2% | 110 |
|
|
2023
Q4 | $1.93M | Buy |
+19,334
| New | +$1.93M | 0.19% | 114 |
|