WFA
West Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
1,017
+37
| +4% | +$3.99K | 0.02% | 75 |
|
|
2025
Q1 | $117K | Hold |
980
| – | – | 0.02% | 74 |
|
|
2024
Q4 | $105K | Buy |
980
+239
| +32% | +$25.7K | 0.02% | 75 |
|
|
2024
Q3 | $86.9K | Hold |
741
| – | – | 0.02% | 70 |
|
|
2024
Q2 | $85.3K | Hold |
741
| – | – | 0.02% | 68 |
|
|
2024
Q1 | $86.1K | Hold |
741
| – | – | 0.02% | 68 |
|
|
2023
Q4 | $74.1K | Sell |
741
-125
| -14% | -$12.5K | 0.02% | 73 |
|
|
2023
Q3 | $102K | Buy |
866
+125
| +17% | +$14.7K | 0.03% | 65 |
|
|
2023
Q2 | $79.5K | Buy |
741
+213
| +40% | +$22.8K | 0.02% | 69 |
|
|
2023
Q1 | $57.9K | Hold |
528
| – | – | 0.02% | 74 |
|
|
2022
Q4 | $58.2K | Hold |
528
| – | – | 0.02% | 73 |
|
|
2022
Q3 | $46K | Hold |
528
| – | – | 0.01% | 101 |
|
|
2022
Q2 | $45K | Sell |
528
-95
| -15% | -$8.1K | 0.01% | 101 |
|
|
2022
Q1 | $51K | Buy |
623
+95
| +18% | +$7.78K | 0.01% | 103 |
|
|
2021
Q4 | $32K | Hold |
528
| – | – | 0.01% | 123 |
|
|
2021
Q3 | $31K | Hold |
528
| – | – | 0.01% | 111 |
|
|
2021
Q2 | $33K | Sell |
528
-38
| -7% | -$2.38K | 0.01% | 102 |
|
|
2021
Q1 | $32K | Buy |
566
+38
| +7% | +$2.15K | 0.01% | 102 |
|
|
2020
Q4 | $22K | Buy |
+528
| New | +$22K | 0.01% | 107 |
|