WLPWM
Walled Lake Planning & Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
6,700
+417
| +7% | +$45K | 0.24% | 53 |
|
|
2025
Q1 | $747K | Sell |
6,283
-202
| -3% | -$24K | 0.27% | 53 |
|
|
2024
Q4 | $698K | Buy |
6,485
+2,984
| +85% | +$321K | 0.26% | 57 |
|
|
2024
Q3 | $410K | Sell |
3,501
-907
| -21% | -$106K | 0.15% | 78 |
|
|
2024
Q2 | $507K | Buy |
4,408
+1,113
| +34% | +$128K | 0.21% | 59 |
|
|
2024
Q1 | $383K | Buy |
3,295
+79
| +2% | +$9.18K | 0.16% | 71 |
|
|
2023
Q4 | $322K | Sell |
3,216
-42
| -1% | -$4.2K | 0.15% | 72 |
|
|
2023
Q3 | $383K | Buy |
3,258
+83
| +3% | +$9.76K | 0.19% | 52 |
|
|
2023
Q2 | $341K | Sell |
3,175
-296
| -9% | -$31.8K | 0.17% | 59 |
|
|
2023
Q1 | $381K | Buy |
3,471
+1,170
| +51% | +$128K | 0.2% | 52 |
|
|
2022
Q4 | $254K | Sell |
2,301
-1,395
| -38% | -$154K | 0.17% | 47 |
|
|
2022
Q3 | $323K | Buy |
3,696
+34
| +0.9% | +$2.97K | 0.23% | 50 |
|
|
2022
Q2 | $314K | Sell |
3,662
-808
| -18% | -$69.3K | 0.22% | 52 |
|
|
2022
Q1 | $369K | Buy |
4,470
+43
| +1% | +$3.55K | 0.22% | 51 |
|
|
2021
Q4 | $271K | Sell |
4,427
-426
| -9% | -$26.1K | 0.16% | 75 |
|
|
2021
Q3 | $285K | Buy |
4,853
+42
| +0.9% | +$2.47K | 0.18% | 60 |
|
|
2021
Q2 | $303K | Buy |
4,811
+36
| +0.8% | +$2.27K | 0.2% | 60 |
|
|
2021
Q1 | $267K | Buy |
4,775
+37
| +0.8% | +$2.07K | 0.19% | 61 |
|
|
2020
Q4 | $195K | Buy |
4,738
+52
| +1% | +$2.14K | 0.15% | 70 |
|
|
2020
Q3 | $161K | Buy |
4,686
+56
| +1% | +$1.92K | 0.13% | 74 |
|
|
2020
Q2 | $207K | Buy |
4,630
+39
| +0.8% | +$1.74K | 0.17% | 63 |
|
|
2020
Q1 | $174K | Buy |
4,591
+51
| +1% | +$1.93K | 0.16% | 62 |
|
|
2019
Q4 | $317K | Buy |
+4,540
| New | +$317K | 0.23% | 45 |
|