WAM
Wilson Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,677
| Closed | -$3.05M | – | 37 |
|
|
2025
Q1 | $3.05M | Sell |
25,677
-11,826
| -32% | -$1.41M | 0.82% | 29 |
|
|
2024
Q4 | $4.03M | Sell |
37,503
-48,851
| -57% | -$5.25M | 1.05% | 27 |
|
|
2024
Q3 | $10.1M | Hold |
86,354
| – | – | 2.45% | 20 |
|
|
2024
Q2 | $9.94M | Buy |
86,354
+5,148
| +6% | +$593K | 2.6% | 21 |
|
|
2024
Q1 | $9.44M | Buy |
81,206
+18,076
| +29% | +$2.1M | 2.44% | 19 |
|
|
2023
Q4 | $6.31M | Buy |
+63,130
| New | +$6.31M | 1.76% | 19 |
|