WAOI
Wealth Advisors of Iowa’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
1,989
-202
| -9% | -$21.8K | 0.08% | 70 |
|
|
2025
Q1 | $261K | Buy |
2,191
+7
| +0.3% | +$833 | 0.11% | 56 |
|
|
2024
Q4 | $235K | Buy |
2,184
+11
| +0.5% | +$1.18K | 0.12% | 58 |
|
|
2024
Q3 | $255K | Sell |
2,173
-30
| -1% | -$3.52K | 0.13% | 55 |
|
|
2024
Q2 | $254K | Buy |
2,203
+92
| +4% | +$10.6K | 0.14% | 41 |
|
|
2024
Q1 | $245K | Buy |
+2,111
| New | +$245K | 0.15% | 54 |
|
|
2023
Q4 | – | Sell |
-1,964
| Closed | -$231K | – | 65 |
|
|
2023
Q3 | $231K | Sell |
1,964
-1,509
| -43% | -$177K | 0.16% | 51 |
|
|
2023
Q2 | $372K | Sell |
3,473
-194
| -5% | -$20.8K | 0.27% | 36 |
|
|
2023
Q1 | $402K | Sell |
3,667
-438
| -11% | -$48K | 0.31% | 27 |
|
|
2022
Q4 | $453K | Buy |
4,105
+1,501
| +58% | +$166K | 0.37% | 33 |
|
|
2022
Q3 | $227K | Sell |
2,604
-474
| -15% | -$41.3K | 0.21% | 47 |
|
|
2022
Q2 | $254K | Hold |
3,078
| – | – | 0.04% | 63 |
|
|
2022
Q1 | $254K | Buy |
+3,078
| New | +$254K | 0.13% | 50 |
|
|
2021
Q4 | – | Sell |
-3,814
| Closed | -$224K | – | 67 |
|
|
2021
Q3 | $224K | Buy |
3,814
+220
| +6% | +$12.9K | 0.12% | 51 |
|
|
2021
Q2 | $227K | Sell |
3,594
-800
| -18% | -$50.5K | 0.12% | 49 |
|
|
2021
Q1 | $245K | Buy |
+4,394
| New | +$245K | 0.14% | 46 |
|