WMA
Wealth Management Associates’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
26,188
-273
| -1% | -$29.4K | 1.1% | 22 |
|
|
2025
Q1 | $3.15M | Buy |
26,461
+691
| +3% | +$82.2K | 1.35% | 16 |
|
|
2024
Q4 | $2.77M | Buy |
25,770
+10
| +0% | +$1.08K | 1.18% | 20 |
|
|
2024
Q3 | $3.02M | Buy |
25,760
+375
| +1% | +$44K | 1.33% | 15 |
|
|
2024
Q2 | $2.92M | Hold |
25,385
| – | – | 1.37% | 15 |
|
|
2024
Q1 | $2.92M | Buy |
25,385
+1,125
| +5% | +$130K | 1.37% | 15 |
|
|
2023
Q4 | $2.43M | Sell |
24,260
-1,934
| -7% | -$193K | 1.28% | 15 |
|
|
2023
Q3 | $3.08M | Sell |
26,194
-409
| -2% | -$48.1K | 1.8% | 13 |
|
|
2023
Q2 | $2.85M | Sell |
26,603
-1,342
| -5% | -$144K | 1.62% | 14 |
|
|
2023
Q1 | $3.06M | Buy |
27,945
+1,288
| +5% | +$141K | 1.89% | 11 |
|
|
2022
Q4 | $2.94M | Buy |
26,657
+1,453
| +6% | +$160K | 1.96% | 12 |
|
|
2022
Q3 | $2.2M | Buy |
25,204
+121
| +0.5% | +$10.6K | 1.55% | 13 |
|
|
2022
Q2 | $2.15M | Sell |
25,083
-226
| -0.9% | -$19.4K | 1.47% | 15 |
|
|
2022
Q1 | $2.09M | Buy |
25,309
+643
| +3% | +$53.1K | 1.19% | 18 |
|
|
2021
Q4 | $1.51M | Sell |
24,666
-482
| -2% | -$29.5K | 0.81% | 25 |
|
|
2021
Q3 | $1.48M | Buy |
25,148
+21
| +0.1% | +$1.24K | 0.87% | 26 |
|
|
2021
Q2 | $1.59M | Buy |
25,127
+2,251
| +10% | +$142K | 0.9% | 22 |
|
|
2021
Q1 | $1.28M | Sell |
22,876
-55
| -0.2% | -$3.07K | 0.81% | 25 |
|
|
2020
Q4 | $945K | Sell |
22,931
-260
| -1% | -$10.7K | 0.62% | 36 |
|
|
2020
Q3 | $796K | Sell |
23,191
-475
| -2% | -$16.3K | 0.62% | 37 |
|
|
2020
Q2 | $1.06M | Buy |
23,666
+1,790
| +8% | +$80.1K | 0.89% | 25 |
|
|
2020
Q1 | $831K | Buy |
21,876
+250
| +1% | +$9.49K | 0.84% | 27 |
|
|
2019
Q4 | $1.51M | Buy |
21,626
+3,342
| +18% | +$233K | 1.08% | 23 |
|
|
2019
Q3 | $1.29M | Buy |
18,284
+1,533
| +9% | +$108K | 1.04% | 24 |
|
|
2019
Q2 | $1.28M | Sell |
16,751
-353
| -2% | -$27.1K | 1.28% | 25 |
|
|
2019
Q1 | $1.38M | Buy |
17,104
+4,913
| +40% | +$397K | 1.51% | 21 |
|
|
2018
Q4 | $831K | Buy |
+12,191
| New | +$831K | 1.12% | 27 |
|