Waterway Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
9,551
-4,300
| -31% | -$464K | 0.31% | 30 |
|
|
2025
Q1 | $1.65M | Buy |
13,851
+917
| +7% | +$109K | 0.69% | 18 |
|
|
2024
Q4 | $1.39M | Sell |
12,934
-826
| -6% | -$88.9K | 0.61% | 18 |
|
|
2024
Q3 | $1.61M | Sell |
13,760
-186
| -1% | -$21.8K | 0.69% | 18 |
|
|
2024
Q2 | $1.61M | Sell |
13,946
-447
| -3% | -$51.5K | 0.79% | 17 |
|
|
2024
Q1 | $1.67M | Buy |
14,393
+4,206
| +41% | +$489K | 0.74% | 15 |
|
|
2023
Q4 | $1.02M | Buy |
+10,187
| New | +$1.02M | 0.43% | 20 |
|