WE
Wealth Effects’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
11,203
-951
| -8% | -$103K | 0.45% | 43 |
|
|
2025
Q1 | $1.45M | Sell |
12,154
-902
| -7% | -$107K | 0.61% | 37 |
|
|
2024
Q4 | $1.4M | Sell |
13,056
-755
| -5% | -$81.2K | 0.5% | 43 |
|
|
2024
Q3 | $1.62M | Sell |
13,811
-424
| -3% | -$49.7K | 0.57% | 39 |
|
|
2024
Q2 | $1.64M | Sell |
14,235
-241
| -2% | -$27.7K | 0.59% | 36 |
|
|
2024
Q1 | $1.68M | Buy |
14,476
+2,281
| +19% | +$265K | 0.62% | 35 |
|
|
2023
Q4 | $1.22M | Buy |
12,195
+4,473
| +58% | +$447K | 0.46% | 52 |
|
|
2023
Q3 | $908K | Sell |
7,722
-2,099
| -21% | -$247K | 0.45% | 49 |
|
|
2023
Q2 | $1.05M | Sell |
9,821
-1,048
| -10% | -$112K | 0.46% | 48 |
|
|
2023
Q1 | $1.19M | Sell |
10,869
-1,873
| -15% | -$205K | 0.61% | 40 |
|
|
2022
Q4 | $1.41M | Buy |
12,742
+41
| +0.3% | +$4.52K | 0.8% | 32 |
|
|
2022
Q3 | $1.11M | Sell |
12,701
-1,318
| -9% | -$115K | 0.68% | 34 |
|
|
2022
Q2 | $1.2M | Buy |
14,019
+568
| +4% | +$48.7K | 0.72% | 34 |
|
|
2022
Q1 | $1.11M | Buy |
13,451
+1,481
| +12% | +$122K | 0.52% | 47 |
|
|
2021
Q4 | $732K | Buy |
+11,970
| New | +$732K | 0.3% | 67 |
|