WAM
WFA Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
2,702
+18
| +0.7% | +$2.07K | 0.18% | 44 |
|
|
2025
Q1 | $312K | Buy |
2,684
+465
| +21% | +$54.1K | 0.16% | 44 |
|
|
2024
Q4 | $239K | Buy |
2,219
+19
| +0.9% | +$2.04K | 0.13% | 56 |
|
|
2024
Q3 | $258K | Sell |
2,200
-502
| -19% | -$58.8K | 0.14% | 51 |
|
|
2024
Q2 | $311K | Buy |
2,702
+18
| +0.7% | +$2.07K | 0.18% | 44 |
|
|
2024
Q1 | $312K | Buy |
2,684
+414
| +18% | +$48.1K | 0.16% | 44 |
|
|
2023
Q4 | $227K | Sell |
2,270
-134
| -6% | -$13.4K | 0.12% | 49 |
|
|
2023
Q3 | $283K | Sell |
2,404
-78
| -3% | -$9.17K | 0.17% | 43 |
|
|
2023
Q2 | $266K | Buy |
2,482
+21
| +0.9% | +$2.25K | 0.16% | 43 |
|
|
2023
Q1 | $270K | Buy |
2,461
+20
| +0.8% | +$2.19K | 0.17% | 42 |
|
|
2022
Q4 | $269K | Buy |
2,441
+75
| +3% | +$8.27K | 0.18% | 42 |
|
|
2022
Q3 | $207K | Buy |
2,366
+91
| +4% | +$7.95K | 0.15% | 44 |
|
|
2022
Q2 | $195K | Buy |
2,275
+317
| +16% | +$27.1K | 0.14% | 46 |
|
|
2022
Q1 | $162K | Buy |
1,958
+493
| +34% | +$40.7K | 0.11% | 57 |
|
|
2021
Q4 | $89.6K | Buy |
+1,465
| New | +$89.6K | 0.06% | 68 |
|