WOSD
WFA of San Diego’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
+11,873
| New | +$1.28M | 0.94% | 27 |
|
|
2024
Q3 | $1.27M | Sell |
10,807
-200
| -2% | -$23.4K | 1.07% | 24 |
|
|
2024
Q2 | $1.27M | Buy |
+11,007
| New | +$1.27M | 1.13% | 25 |
|
|
2023
Q3 | $1.27M | Buy |
10,792
+1
| +0% | +$118 | 1.31% | 20 |
|
|
2023
Q2 | $1.16M | Sell |
10,791
-450
| -4% | -$48.3K | 1.14% | 21 |
|
|
2023
Q1 | $1.23M | Sell |
11,241
-3,374
| -23% | -$370K | 1.29% | 21 |
|
|
2022
Q4 | $1.61M | Sell |
14,615
-264
| -2% | -$29.1K | 1.23% | 18 |
|
|
2022
Q3 | $1.3M | Sell |
14,879
-449
| -3% | -$39.2K | 1.17% | 24 |
|
|
2022
Q2 | $1.31M | Buy |
15,328
+4,331
| +39% | +$371K | 1.12% | 19 |
|
|
2022
Q1 | $908K | Sell |
10,997
-1,101
| -9% | -$90.9K | 0.69% | 34 |
|
|
2021
Q4 | $740K | Sell |
12,098
-7,949
| -40% | -$486K | 0.43% | 50 |
|
|
2021
Q3 | $1.18M | Buy |
20,047
+7,401
| +59% | +$435K | 0.82% | 29 |
|
|
2021
Q2 | $798K | Sell |
12,646
-10,470
| -45% | -$661K | 0.62% | 37 |
|
|
2021
Q1 | $1.29M | Buy |
23,116
+2,332
| +11% | +$130K | 1.07% | 24 |
|
|
2020
Q4 | $41 | Buy |
20,784
+2
| +0% | – | 0.01% | 77 |
|
|
2020
Q3 | $713K | Sell |
20,782
-50,969
| -71% | -$1.75M | 0.67% | 36 |
|
|
2020
Q2 | $4.37M | Buy |
+71,751
| New | +$4.37M | 1.02% | 17 |
|