WAS
Wealth Advisory Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
3,056
-158
| -5% | -$17K | 0.08% | 111 |
|
|
2025
Q1 | $382K | Sell |
3,214
-411
| -11% | -$48.9K | 0.1% | 101 |
|
|
2024
Q4 | $390K | Sell |
3,625
-203
| -5% | -$21.8K | 0.11% | 90 |
|
|
2024
Q3 | $449K | Sell |
3,828
-331
| -8% | -$38.8K | 0.12% | 88 |
|
|
2024
Q2 | $479K | Buy |
4,159
+585
| +16% | +$67.3K | 0.13% | 85 |
|
|
2024
Q1 | $415K | Buy |
3,574
+829
| +30% | +$96.4K | 0.11% | 91 |
|
|
2023
Q4 | $274K | Sell |
2,745
-829
| -23% | -$82.9K | 0.1% | 73 |
|
|
2023
Q3 | $420K | Buy |
+3,574
| New | +$420K | 0.08% | 99 |
|
|
2023
Q2 | – | Sell |
-3,724
| Closed | -$408K | – | 138 |
|
|
2023
Q1 | $408K | Sell |
3,724
-610
| -14% | -$66.9K | 0.11% | 94 |
|
|
2022
Q4 | $478K | Sell |
4,334
-1,840
| -30% | -$203K | 0.13% | 93 |
|
|
2022
Q3 | $539K | Sell |
6,174
-2,449
| -28% | -$214K | 0.15% | 92 |
|
|
2022
Q2 | $738K | Buy |
8,623
+1,217
| +16% | +$104K | 0.18% | 86 |
|
|
2022
Q1 | $612K | Buy |
+7,406
| New | +$612K | 0.13% | 95 |
|
|
2021
Q3 | $507K | Buy |
8,615
+1,773
| +26% | +$104K | 0.11% | 109 |
|
|
2021
Q2 | $432K | Sell |
6,842
-28,508
| -81% | -$1.8M | 0.1% | 110 |
|
|
2021
Q1 | $1.98M | Buy |
35,350
+30,474
| +625% | +$1.7M | 1.47% | 20 |
|
|
2020
Q4 | $200K | Buy |
+4,876
| New | +$200K | 0.05% | 157 |
|
|
2020
Q3 | – | Sell |
-4,592
| Closed | -$205K | – | 194 |
|
|
2020
Q2 | $205K | Buy |
+4,592
| New | +$205K | 0.06% | 176 |
|
|
2020
Q1 | – | Sell |
-11,019
| Closed | -$769K | – | 198 |
|
|
2019
Q4 | $769K | Buy |
+11,019
| New | +$769K | 0.2% | 95 |
|