WAM
WNY Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
20,329
+639
| +3% | +$68.9K | 0.24% | 54 |
|
|
2025
Q1 | $2.34M | Buy |
19,690
+2,439
| +14% | +$290K | 0.28% | 56 |
|
|
2024
Q4 | $1.86M | Sell |
17,251
-1,747
| -9% | -$188K | 0.23% | 56 |
|
|
2024
Q3 | $2.23M | Sell |
18,998
-389
| -2% | -$45.6K | 0.26% | 58 |
|
|
2024
Q2 | $2.23M | Buy |
19,387
+268
| +1% | +$30.9K | 0.3% | 53 |
|
|
2024
Q1 | $2.22M | Sell |
19,119
-49
| -0.3% | -$5.7K | 0.34% | 54 |
|
|
2023
Q4 | $1.92M | Buy |
19,168
+1,816
| +10% | +$182K | 0.32% | 55 |
|
|
2023
Q3 | $2.04M | Sell |
17,352
-701
| -4% | -$82.4K | 0.4% | 50 |
|
|
2023
Q2 | $1.94M | Sell |
18,053
-1,235
| -6% | -$132K | 0.41% | 42 |
|
|
2023
Q1 | $2.12M | Sell |
19,288
-2,850
| -13% | -$313K | 0.5% | 43 |
|
|
2022
Q4 | $2.44M | Sell |
22,138
-1,672
| -7% | -$184K | 0.66% | 37 |
|
|
2022
Q3 | $2.08M | Sell |
23,810
-1,173
| -5% | -$102K | 0.75% | 39 |
|
|
2022
Q2 | $2.14M | Sell |
24,983
-734
| -3% | -$62.9K | 0.73% | 38 |
|
|
2022
Q1 | $2.13M | Sell |
25,717
-2,296
| -8% | -$190K | 0.66% | 41 |
|
|
2021
Q4 | $1.71M | Sell |
28,013
-777
| -3% | -$47.3K | 0.51% | 46 |
|
|
2021
Q3 | $1.7M | Buy |
28,790
+6,056
| +27% | +$358K | 0.59% | 41 |
|
|
2021
Q2 | $1.44M | Buy |
22,734
+958
| +4% | +$60.5K | 0.51% | 41 |
|
|
2021
Q1 | $1.22M | Sell |
21,776
-1,748
| -7% | -$97.8K | 0.49% | 36 |
|
|
2020
Q4 | $968K | Buy |
+23,524
| New | +$968K | 0.49% | 29 |
|