WMS
Wealth Management Solutions’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.02M | Sell |
8,642
-96
| -1% | -$11.3K | 0.7% | 16 |
|
|
2023
Q2 | $937K | Sell |
8,738
-2,062
| -19% | -$221K | 0.61% | 18 |
|
|
2023
Q1 | $1.18M | Buy |
10,800
+1,629
| +18% | +$179K | 0.68% | 19 |
|
|
2022
Q4 | $1.01M | Sell |
9,171
-273
| -3% | -$30.1K | 0.53% | 22 |
|
|
2022
Q3 | $825K | Sell |
9,444
-25
| -0.3% | -$2.18K | 0.48% | 24 |
|
|
2022
Q2 | $811K | Sell |
9,469
-1,573
| -14% | -$135K | 0.46% | 29 |
|
|
2022
Q1 | $912K | Sell |
11,042
-5
| -0% | -$413 | 0.47% | 34 |
|
|
2021
Q4 | $676K | Buy |
+11,047
| New | +$676K | 0.35% | 49 |
|