UWM
Udine Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
20,334
+366
| +2% | +$39.5K | 1.16% | 25 |
|
|
2025
Q1 | $2.37M | Buy |
19,968
+2,664
| +15% | +$317K | 1.59% | 16 |
|
|
2024
Q4 | $1.86M | Buy |
17,304
+444
| +3% | +$47.8K | 1.2% | 26 |
|
|
2024
Q3 | $1.98M | Buy |
16,860
+367
| +2% | +$43K | 1.39% | 18 |
|
|
2024
Q2 | $1.9M | Buy |
16,493
+808
| +5% | +$93K | 1.32% | 16 |
|
|
2024
Q1 | $1.82M | Buy |
+15,685
| New | +$1.82M | 1.26% | 20 |
|
|
2022
Q2 | – | Sell |
-53,369
| Closed | -$4.41M | – | 19 |
|
|
2022
Q1 | $4.41M | Sell |
53,369
-42
| -0.1% | -$3.47K | 4.81% | 6 |
|
|
2021
Q4 | $3.27M | Buy |
+53,411
| New | +$3.27M | 3.37% | 8 |
|