WAM
Walker Asset Management’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.72M | Buy |
15,944
+140
| +0.9% | +$15.1K | 0.99% | 16 |
|
2025
Q1 | $1.88M | Sell |
15,804
-216
| -1% | -$25.7K | 1.14% | 14 |
|
2024
Q4 | $1.72M | Buy |
16,020
+88
| +0.6% | +$9.47K | 1.06% | 14 |
|
2024
Q3 | $1.87M | Sell |
15,932
-126
| -0.8% | -$14.8K | 1.16% | 13 |
|
2024
Q2 | $1.85M | Buy |
16,058
+7,537
| +88% | +$868K | 1.24% | 10 |
|
2024
Q1 | $991K | Sell |
8,521
-182
| -2% | -$21.2K | 0.65% | 26 |
|
2023
Q4 | $870K | Buy |
8,703
+3,585
| +70% | +$358K | 0.63% | 30 |
|
2023
Q3 | $602K | Buy |
5,118
+2
| +0% | +$235 | 0.54% | 37 |
|
2023
Q2 | $549K | Sell |
5,116
-98
| -2% | -$10.5K | 0.45% | 40 |
|
2023
Q1 | $572K | Sell |
5,214
-148
| -3% | -$16.2K | 0.5% | 39 |
|
2022
Q4 | $591K | Sell |
5,362
-71
| -1% | -$7.83K | 0.51% | 37 |
|
2022
Q3 | $474K | Buy |
5,433
+3
| +0.1% | +$262 | 0.43% | 41 |
|
2022
Q2 | $465K | Sell |
5,430
-76
| -1% | -$6.51K | 0.42% | 42 |
|
2022
Q1 | $455K | Sell |
5,506
-5,268
| -49% | -$435K | 0.37% | 44 |
|
2021
Q4 | $659K | Buy |
+10,774
| New | +$659K | 0.58% | 29 |
|