WFPG
Waller Financial Planning Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
4,026
-765
| -16% | -$82.5K | 0.1% | 52 |
|
|
2025
Q1 | $570K | Buy |
4,791
+1,257
| +36% | +$149K | 0.16% | 48 |
|
|
2024
Q4 | $380K | Buy |
3,534
+341
| +11% | +$36.7K | 0.1% | 52 |
|
|
2024
Q3 | $374K | Buy |
3,193
+674
| +27% | +$79K | 0.09% | 52 |
|
|
2024
Q2 | $290K | Sell |
2,519
-50
| -2% | -$5.76K | 0.08% | 54 |
|
|
2024
Q1 | $299K | Buy |
2,569
+337
| +15% | +$39.2K | 0.08% | 53 |
|
|
2023
Q4 | $223K | Buy |
2,232
+85
| +4% | +$8.5K | 0.06% | 57 |
|
|
2023
Q3 | $252K | Sell |
2,147
-25
| -1% | -$2.94K | 0.07% | 51 |
|
|
2023
Q2 | $233K | Buy |
2,172
+272
| +14% | +$29.2K | 0.06% | 53 |
|
|
2023
Q1 | $208K | Hold |
1,900
| – | – | 0.06% | 55 |
|
|
2022
Q4 | $210K | Buy |
+1,900
| New | +$210K | 0.06% | 52 |
|