WCFA
Walkner Condon Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
12,401
-1,373
| -10% | -$148K | 0.25% | 82 |
|
|
2025
Q1 | $1.64M | Buy |
13,774
+203
| +1% | +$24.1K | 0.33% | 69 |
|
|
2024
Q4 | $1.46M | Buy |
13,571
+40
| +0.3% | +$4.3K | 0.3% | 74 |
|
|
2024
Q3 | $1.59M | Sell |
13,531
-807
| -6% | -$94.6K | 0.32% | 68 |
|
|
2024
Q2 | $1.65M | Sell |
14,338
-801
| -5% | -$92.2K | 0.36% | 66 |
|
|
2024
Q1 | $1.76M | Sell |
15,139
-1,667
| -10% | -$194K | 0.37% | 66 |
|
|
2023
Q4 | $1.68M | Buy |
16,806
+879
| +6% | +$87.9K | 0.38% | 67 |
|
|
2023
Q3 | $1.87M | Buy |
15,927
+248
| +2% | +$29.2K | 0.5% | 52 |
|
|
2023
Q2 | $1.68M | Sell |
15,679
-1,350
| -8% | -$145K | 0.45% | 52 |
|
|
2023
Q1 | $1.87M | Sell |
17,029
-440
| -3% | -$48.2K | 0.52% | 42 |
|
|
2022
Q4 | $1.93M | Buy |
17,469
+719
| +4% | +$79.3K | 0.58% | 40 |
|
|
2022
Q3 | $1.46M | Sell |
16,750
-591
| -3% | -$51.6K | 0.47% | 48 |
|
|
2022
Q2 | $1.49M | Buy |
17,341
+4,217
| +32% | +$361K | 0.47% | 51 |
|
|
2022
Q1 | $1.08M | Buy |
+13,124
| New | +$1.08M | 0.31% | 72 |
|
|
2021
Q4 | – | Sell |
-13,266
| Closed | -$780K | – | 174 |
|
|
2021
Q3 | $780K | Buy |
13,266
+7,523
| +131% | +$442K | 0.38% | 55 |
|
|
2021
Q2 | $363K | Buy |
5,743
+157
| +3% | +$9.92K | 0.13% | 118 |
|
|
2021
Q1 | $312K | Buy |
5,586
+150
| +3% | +$8.38K | 0.12% | 135 |
|
|
2020
Q4 | $224K | Buy |
+5,436
| New | +$224K | 0.1% | 127 |
|