WAAG
Wealth Alliance Advisory Group’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.61M | Sell |
61,343
-285
| -0.5% | -$30.7K | 1.26% | 18 |
|
2025
Q1 | $7.33M | Sell |
61,628
-952
| -2% | -$113K | 1.52% | 16 |
|
2024
Q4 | $6.73M | Sell |
62,580
-707
| -1% | -$76.1K | 1.42% | 19 |
|
2024
Q3 | $7.42M | Sell |
63,287
-2,400
| -4% | -$281K | 1.56% | 19 |
|
2024
Q2 | $7.56M | Buy |
65,687
+846
| +1% | +$97.4K | 1.7% | 19 |
|
2024
Q1 | $7.54M | Buy |
64,841
+529
| +0.8% | +$61.5K | 1.75% | 16 |
|
2023
Q4 | $6.43M | Buy |
64,312
+2,399
| +4% | +$240K | 1.68% | 18 |
|
2023
Q3 | $7.28M | Buy |
61,913
+309
| +0.5% | +$36.3K | 2.16% | 14 |
|
2023
Q2 | $6.61M | Buy |
61,604
+847
| +1% | +$90.8K | 2.33% | 11 |
|
2023
Q1 | $6.66M | Sell |
60,757
-21,683
| -26% | -$2.38M | 2.49% | 11 |
|
2022
Q4 | $9.09M | Buy |
82,440
+860
| +1% | +$94.9K | 3.48% | 6 |
|
2022
Q3 | $7.12M | Buy |
81,580
+326
| +0.4% | +$28.5K | 3.14% | 7 |
|
2022
Q2 | $6.96M | Buy |
81,254
+1,089
| +1% | +$93.3K | 3.29% | 7 |
|
2022
Q1 | $6.62M | Sell |
80,165
-1,344
| -2% | -$111K | 2.87% | 8 |
|
2021
Q4 | $4.99M | Buy |
81,509
+23,278
| +40% | +$1.42M | 2.17% | 10 |
|
2021
Q3 | $3.43M | Sell |
58,231
-2,985
| -5% | -$176K | 1.66% | 12 |
|
2021
Q2 | $3.86M | Sell |
61,216
-18,254
| -23% | -$1.15M | 1.88% | 10 |
|
2021
Q1 | $4.44M | Buy |
79,470
+3,748
| +5% | +$209K | 2.28% | 9 |
|
2020
Q4 | $3.12M | Buy |
75,722
+2,070
| +3% | +$85.3K | 1.69% | 12 |
|
2020
Q3 | $2.53M | Sell |
73,652
-2,500
| -3% | -$85.8K | 1.5% | 14 |
|
2020
Q2 | $3.41M | Buy |
76,152
+458
| +0.6% | +$20.5K | 2.09% | 11 |
|
2020
Q1 | $2.87M | Buy |
75,694
+3,363
| +5% | +$128K | 2.23% | 10 |
|
2019
Q4 | $5.05M | Sell |
72,331
-1,612
| -2% | -$112K | 2.88% | 8 |
|
2019
Q3 | $5.1M | Buy |
73,943
+1,444
| +2% | +$99.6K | 3.17% | 8 |
|
2019
Q2 | $5.59M | Buy |
72,499
+18
| +0% | +$1.39K | 3.44% | 8 |
|
2019
Q1 | $5.56M | Sell |
72,481
-2,284
| -3% | -$175K | 3.59% | 8 |
|
2018
Q4 | $5.1M | Buy |
74,765
+22,337
| +43% | +$1.52M | 3.81% | 8 |
|
2018
Q3 | $4.46M | Buy |
52,428
+1,644
| +3% | +$140K | 2.28% | 12 |
|
2018
Q2 | $4.2M | Buy |
50,784
+4,009
| +9% | +$332K | 2.3% | 13 |
|
2018
Q1 | $3.49M | Buy |
46,775
+4,880
| +12% | +$364K | 2.03% | 15 |
|
2017
Q4 | $3.5M | Buy |
+41,895
| New | +$3.5M | 3.15% | 9 |
|