VWA
Valued Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
2,326
+12
| +0.5% | +$1.29K | 0.13% | 35 |
|
|
2025
Q1 | $275K | Sell |
2,314
-30
| -1% | -$3.57K | 0.17% | 33 |
|
|
2024
Q4 | $252K | Buy |
2,344
+293
| +14% | +$31.5K | 0.16% | 33 |
|
|
2024
Q3 | $240K | Sell |
2,051
-130
| -6% | -$15.2K | 0.16% | 33 |
|
|
2024
Q2 | $251K | Buy |
2,181
+303
| +16% | +$34.9K | 0.17% | 30 |
|
|
2024
Q1 | $218K | Buy |
1,878
+663
| +55% | +$77.1K | 0.15% | 30 |
|
|
2023
Q4 | $143K | Buy |
+1,215
| New | +$143K | 0.13% | 31 |
|