WAM
Worth Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
5,954
+191
| +3% | +$20.6K | 0.32% | 55 |
|
|
2025
Q1 | $685K | Buy |
5,763
+15
| +0.3% | +$1.78K | 0.37% | 59 |
|
|
2024
Q4 | $618K | Buy |
5,748
+174
| +3% | +$18.7K | 0.33% | 63 |
|
|
2024
Q3 | $653K | Buy |
5,574
+141
| +3% | +$16.5K | 0.36% | 64 |
|
|
2024
Q2 | $625K | Sell |
5,433
-974
| -15% | -$112K | 0.37% | 56 |
|
|
2024
Q1 | $745K | Buy |
6,407
+867
| +16% | +$101K | 0.46% | 43 |
|
|
2023
Q4 | $554K | Buy |
5,540
+442
| +9% | +$44.2K | 0.4% | 55 |
|
|
2023
Q3 | $599K | Buy |
5,098
+2,165
| +74% | +$255K | 0.48% | 54 |
|
|
2023
Q2 | $315K | Sell |
2,933
-422
| -13% | -$45.3K | 0.24% | 64 |
|
|
2023
Q1 | $368K | Sell |
3,355
-160
| -5% | -$17.5K | 0.28% | 48 |
|
|
2022
Q4 | $388K | Buy |
3,515
+539
| +18% | +$59.5K | 0.27% | 45 |
|
|
2022
Q3 | $260K | Sell |
2,976
-11,483
| -79% | -$1M | 0.19% | 42 |
|
|
2022
Q2 | $1.24M | Sell |
14,459
-435
| -3% | -$37.3K | 0.85% | 25 |
|
|
2022
Q1 | $1.29M | Buy |
+14,894
| New | +$1.29M | 0.84% | 29 |
|