WMG Financial Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Sell |
8,233
-8
| -0.1% | -$862 | 0.33% | 48 |
|
|
2025
Q1 | $980K | Sell |
8,241
-474
| -5% | -$56.4K | 0.42% | 43 |
|
|
2024
Q4 | $938K | Buy |
8,715
+492
| +6% | +$52.9K | 0.4% | 44 |
|
|
2024
Q3 | $964K | Buy |
8,223
+635
| +8% | +$74.4K | 0.44% | 42 |
|
|
2024
Q2 | $874K | Sell |
7,588
-1,149
| -13% | -$132K | 0.46% | 41 |
|
|
2024
Q1 | $1.02M | Buy |
8,737
+271
| +3% | +$31.5K | 0.58% | 38 |
|
|
2023
Q4 | $846K | Sell |
8,466
-210
| -2% | -$21K | 0.55% | 38 |
|
|
2023
Q3 | $1.02M | Sell |
8,676
-888
| -9% | -$104K | 0.87% | 25 |
|
|
2023
Q2 | $1.03M | Sell |
9,564
-1,326
| -12% | -$142K | 0.75% | 30 |
|
|
2023
Q1 | $1.31M | Sell |
10,890
-2,349
| -18% | -$282K | 1.08% | 28 |
|
|
2022
Q4 | $1.46M | Buy |
13,239
+1,340
| +11% | +$148K | 1.24% | 18 |
|
|
2022
Q3 | $1.04M | Buy |
11,899
+108
| +0.9% | +$9.43K | 0.94% | 30 |
|
|
2022
Q2 | $1.01M | Buy |
11,791
+19
| +0.2% | +$1.63K | 0.88% | 28 |
|
|
2022
Q1 | $973K | Sell |
11,772
-1,004
| -8% | -$83K | 0.72% | 35 |
|
|
2021
Q4 | $782K | Buy |
+12,776
| New | +$782K | 0.61% | 43 |
|