Wealth Management Associates’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.82M | Sell |
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2025
Q1 | $3.15M | Buy |
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2024
Q4 | $2.77M | Buy |
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2024
Q3 | $3.02M | Buy |
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2024
Q2 | $2.92M | Hold |
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2024
Q1 | $2.92M | Buy |
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2023
Q4 | $2.43M | Sell |
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2023
Q3 | $3.08M | Sell |
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2023
Q2 | $2.85M | Sell |
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2023
Q1 | $3.06M | Buy |
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2022
Q4 | $2.94M | Buy |
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2022
Q3 | $2.2M | Buy |
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2022
Q2 | $2.15M | Sell |
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2022
Q1 | $2.09M | Buy |
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2021
Q4 | $1.51M | Sell |
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2021
Q3 | $1.48M | Buy |
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2021
Q2 | $1.59M | Buy |
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2021
Q1 | $1.28M | Sell |
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2020
Q4 | $945K | Sell |
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2020
Q3 | $796K | Sell |
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2020
Q2 | $1.06M | Buy |
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2020
Q1 | $831K | Buy |
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2019
Q4 | $1.51M | Buy |
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2019
Q3 | $1.29M | Buy |
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2019
Q2 | $1.28M | Sell |
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2019
Q1 | $1.38M | Buy |
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2018
Q4 | $831K | Buy |
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