WDG
Wealth Dimensions Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
17,476
-31
| -0.2% | -$3.34K | 0.42% | 36 |
|
|
2025
Q1 | $2.08M | Buy |
17,507
+132
| +0.8% | +$15.7K | 0.5% | 30 |
|
|
2024
Q4 | $1.87M | Sell |
17,375
-653
| -4% | -$70.2K | 0.46% | 33 |
|
|
2024
Q3 | $2.11M | Buy |
18,028
+297
| +2% | +$34.8K | 0.54% | 29 |
|
|
2024
Q2 | $2.04M | Sell |
17,731
-1,040
| -6% | -$120K | 0.58% | 26 |
|
|
2024
Q1 | $2.18M | Buy |
18,771
+560
| +3% | +$65.1K | 0.64% | 24 |
|
|
2023
Q4 | $1.82M | Sell |
18,211
-263
| -1% | -$26.3K | 0.58% | 31 |
|
|
2023
Q3 | $2.17M | Sell |
18,474
-992
| -5% | -$117K | 0.79% | 21 |
|
|
2023
Q2 | $2.09M | Sell |
19,466
-213
| -1% | -$22.8K | 0.76% | 23 |
|
|
2023
Q1 | $2.16M | Sell |
19,679
-41
| -0.2% | -$4.5K | 0.83% | 23 |
|
|
2022
Q4 | $2.18M | Buy |
19,720
+1,084
| +6% | +$120K | 0.89% | 20 |
|
|
2022
Q3 | $1.63M | Sell |
18,636
-291
| -2% | -$25.4K | 0.81% | 23 |
|
|
2022
Q2 | $1.62M | Sell |
18,927
-96
| -0.5% | -$8.22K | 0.77% | 24 |
|
|
2022
Q1 | $1.57M | Sell |
19,023
-635
| -3% | -$52.4K | 0.73% | 25 |
|
|
2021
Q4 | $1.2M | Buy |
19,658
+792
| +4% | +$48.5K | 0.59% | 27 |
|
|
2021
Q3 | $1.11M | Buy |
18,866
+563
| +3% | +$33.1K | 0.71% | 25 |
|
|
2021
Q2 | $1.16M | Buy |
18,303
+738
| +4% | +$46.6K | 0.78% | 24 |
|
|
2021
Q1 | $981K | Buy |
17,565
+12
| +0.1% | +$670 | 0.76% | 27 |
|
|
2020
Q4 | $724K | Buy |
+17,553
| New | +$724K | 0.63% | 26 |
|