WMP
Wealth Management Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
26,462
+30
| +0.1% | +$3.33K | 1.04% | 23 |
|
|
2025
Q1 | $3.14M | Sell |
26,432
-2,131
| -7% | -$253K | 1.46% | 15 |
|
|
2024
Q4 | $3.07M | Sell |
28,563
-2,463
| -8% | -$265K | 1.33% | 17 |
|
|
2024
Q3 | $3.64M | Sell |
31,026
-2,390
| -7% | -$280K | 1.69% | 14 |
|
|
2024
Q2 | $3.85M | Buy |
33,416
+413
| +1% | +$47.5K | 1.87% | 12 |
|
|
2024
Q1 | $3.84M | Buy |
33,003
+5
| +0% | +$581 | 1.95% | 13 |
|
|
2023
Q4 | $3.3M | Sell |
32,998
-44
| -0.1% | -$4.4K | 1.84% | 13 |
|
|
2023
Q3 | $3.89M | Buy |
33,042
+173
| +0.5% | +$20.3K | 2.42% | 11 |
|
|
2023
Q2 | $3.53M | Sell |
32,869
-949
| -3% | -$102K | 2.22% | 12 |
|
|
2023
Q1 | $3.71M | Buy |
33,818
+16,818
| +99% | +$1.84M | 2.59% | 11 |
|
|
2022
Q4 | $1.93M | Sell |
17,000
-1,000
| -6% | -$113K | 1.61% | 18 |
|
|
2022
Q3 | $1.77M | Buy |
18,000
+1,000
| +6% | +$98.4K | 1.56% | 19 |
|
|
2022
Q2 | $1.49M | Sell |
17,000
-1,000
| -6% | -$87.4K | 1.3% | 20 |
|
|
2022
Q1 | $1.47M | Hold |
18,000
| – | – | 1.04% | 20 |
|
|
2021
Q4 | $1.07M | Sell |
18,000
-1,422
| -7% | -$84.8K | 0.74% | 32 |
|
|
2021
Q3 | $1.14M | Sell |
19,422
-80
| -0.4% | -$4.7K | 0.85% | 29 |
|
|
2021
Q2 | $1.23M | Buy |
19,502
+86
| +0.4% | +$5.42K | 0.86% | 30 |
|
|
2021
Q1 | $1.1M | Sell |
19,416
-3,092
| -14% | -$175K | 0.82% | 36 |
|
|
2020
Q4 | $1.03M | Buy |
+22,508
| New | +$1.03M | 0.81% | 34 |
|