WAM
Weinberger Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
3,215
-1,329
| -29% | -$143K | 0.13% | 71 |
|
|
2025
Q1 | $540K | Buy |
4,544
+81
| +2% | +$9.63K | 0.23% | 56 |
|
|
2024
Q4 | $480K | Sell |
4,463
-112
| -2% | -$12K | 0.2% | 59 |
|
|
2024
Q3 | $536K | Buy |
4,575
+14
| +0.3% | +$1.64K | 0.23% | 56 |
|
|
2024
Q2 | $525K | Sell |
4,561
-54
| -1% | -$6.22K | 0.25% | 54 |
|
|
2024
Q1 | $536K | Buy |
4,615
+164
| +4% | +$19.1K | 0.26% | 51 |
|
|
2023
Q4 | $445K | Buy |
4,451
+114
| +3% | +$11.4K | 0.23% | 61 |
|
|
2023
Q3 | $510K | Buy |
4,337
+137
| +3% | +$16.1K | 0.29% | 51 |
|
|
2023
Q2 | $450K | Hold |
4,200
| – | – | 0.25% | 56 |
|
|
2023
Q1 | $461K | Hold |
4,200
| – | – | 0.27% | 54 |
|
|
2022
Q4 | $463K | Buy |
+4,200
| New | +$463K | 0.28% | 50 |
|