WA
Wealthstream Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
4,170
-1,450
| -26% | -$156K | 0.07% | 89 |
|
|
2025
Q1 | $668K | Buy |
5,620
+113
| +2% | +$13.4K | 0.13% | 62 |
|
|
2024
Q4 | $592K | Sell |
5,507
-15
| -0.3% | -$1.61K | 0.11% | 74 |
|
|
2024
Q3 | $647K | Buy |
5,522
+184
| +3% | +$21.6K | 0.12% | 64 |
|
|
2024
Q2 | $614K | Buy |
5,338
+288
| +6% | +$33.2K | 0.22% | 59 |
|
|
2024
Q1 | $587K | Buy |
5,050
+1,381
| +38% | +$161K | 0.22% | 62 |
|
|
2023
Q4 | $367K | Sell |
3,669
-138
| -4% | -$13.8K | 0.15% | 87 |
|
|
2023
Q3 | $448K | Buy |
3,807
+125
| +3% | +$14.7K | 0.23% | 58 |
|
|
2023
Q2 | $395K | Buy |
3,682
+894
| +32% | +$95.9K | 0.21% | 57 |
|
|
2023
Q1 | $306K | Buy |
2,788
+40
| +1% | +$4.39K | 0.18% | 59 |
|
|
2022
Q4 | $303K | Buy |
2,748
+35
| +1% | +$3.86K | 0.2% | 54 |
|
|
2022
Q3 | $237K | Buy |
2,713
+236
| +10% | +$20.6K | 0.25% | 56 |
|
|
2022
Q2 | $212K | Sell |
2,477
-976
| -28% | -$83.5K | 0.21% | 63 |
|
|
2022
Q1 | $285K | Buy |
+3,453
| New | +$285K | 0.25% | 52 |
|