WAM
Werlinich Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
2,737
-140
| -5% | -$15.1K | 0.16% | 58 |
|
|
2025
Q1 | $342K | Buy |
2,877
+140
| +5% | +$16.7K | 0.22% | 56 |
|
|
2024
Q4 | $289K | Buy |
2,737
+110
| +4% | +$11.6K | 0.17% | 58 |
|
|
2024
Q3 | $308K | Hold |
2,627
| – | – | 0.18% | 58 |
|
|
2024
Q2 | $302K | Hold |
2,627
| – | – | 0.19% | 56 |
|
|
2024
Q1 | $302K | Buy |
2,627
+460
| +21% | +$52.9K | 0.2% | 56 |
|
|
2023
Q4 | $220K | Buy |
+2,167
| New | +$220K | 0.17% | 56 |
|