WCWM
Willow Creek Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
2,640
+91
| +4% | +$9.81K | 0.03% | 144 |
|
|
2025
Q1 | $303K | Buy |
2,549
+15
| +0.6% | +$1.78K | 0.03% | 125 |
|
|
2024
Q4 | $273K | Sell |
2,534
-43
| -2% | -$4.63K | 0.03% | 131 |
|
|
2024
Q3 | $302K | Hold |
2,577
| – | – | 0.03% | 125 |
|
|
2024
Q2 | $297K | Buy |
2,577
+506
| +24% | +$58.3K | 0.03% | 124 |
|
|
2024
Q1 | $241K | Sell |
2,071
-147
| -7% | -$17.1K | 0.03% | 138 |
|
|
2023
Q4 | $222K | Buy |
2,218
+8
| +0.4% | +$800 | 0.03% | 138 |
|
|
2023
Q3 | $260K | Sell |
2,210
-486
| -18% | -$57.1K | 0.04% | 116 |
|
|
2023
Q2 | $289K | Buy |
2,696
+648
| +32% | +$69.5K | 0.04% | 120 |
|
|
2023
Q1 | $225K | Buy |
2,048
+3
| +0.1% | +$329 | 0.03% | 123 |
|
|
2022
Q4 | $226K | Sell |
2,045
-816
| -29% | -$90.2K | 0.04% | 121 |
|
|
2022
Q3 | $250K | Sell |
2,861
-425
| -13% | -$37.1K | 0.05% | 101 |
|
|
2022
Q2 | $281K | Buy |
3,286
+822
| +33% | +$70.3K | 0.05% | 95 |
|
|
2022
Q1 | $204K | Buy |
+2,464
| New | +$204K | 0.04% | 115 |
|
|
2020
Q1 | – | Sell |
-3,165
| Closed | -$221K | – | 83 |
|
|
2019
Q4 | $221K | Buy |
3,165
+172
| +6% | +$12K | 0.1% | 75 |
|
|
2019
Q3 | $211K | Sell |
2,993
-169
| -5% | -$11.9K | 0.1% | 80 |
|
|
2019
Q2 | $242K | Buy |
3,162
+2
| +0.1% | +$153 | 0.12% | 71 |
|
|
2019
Q1 | $255K | Sell |
3,160
-336
| -10% | -$27.1K | 0.13% | 59 |
|
|
2018
Q4 | $238K | Sell |
3,496
-78
| -2% | -$5.31K | 0.13% | 55 |
|
|
2018
Q3 | $304K | Sell |
3,574
-909
| -20% | -$77.3K | 0.17% | 49 |
|
|
2018
Q2 | $371K | Sell |
4,483
-409
| -8% | -$33.8K | 0.21% | 39 |
|
|
2018
Q1 | $365K | Buy |
+4,892
| New | +$365K | 0.2% | 41 |
|