WWM
WT Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $322K | Sell |
2,709
-793
| -23% | -$94.3K | 0.1% | 100 |
|
|
2024
Q4 | $377K | Buy |
3,502
+1,068
| +44% | +$115K | 0.12% | 101 |
|
|
2024
Q3 | $292K | Sell |
2,434
-134
| -5% | -$16.1K | 0.09% | 111 |
|
|
2024
Q2 | $296K | Buy |
2,568
+586
| +30% | +$67.5K | 0.1% | 98 |
|
|
2024
Q1 | $230K | Buy |
+1,982
| New | +$230K | 0.08% | 99 |
|
|
2020
Q1 | – | Sell |
-3,209
| Closed | -$223K | – | 96 |
|
|
2019
Q4 | $223K | Sell |
3,209
-50
| -2% | -$3.48K | 0.17% | 88 |
|
|
2019
Q3 | $230K | Buy |
+3,259
| New | +$230K | 0.2% | 79 |
|