Ropes Wealth Advisors LLC XOM Holdings History
Ropes Wealth Advisors LLC's Exxon Mobil Corp Holding Summary
As of 2023-09-30, Ropes Wealth Advisors LLC held 108,782.00 shares of Exxon Mobil Corp(XOM), totaling $12.79 Mil. This investment constitutes 2.48% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2015Q1. And since then Ropes Wealth Advisors LLC has made 8 purchases of XOM, at an average price of $82.74, for a total of 259,900.00 shares. In addition, there have been 14 sales at an average price of $70.84 for 151,118.00 shares. Based on historical transaction data and XOM's current price of $109.38, Ropes Wealth Advisors LLC's estimated gain on his XOM holdings is $1.10 Mil, reflecting a 5.11% gain to date.
Ropes Wealth Advisors LLC XOM ($109.38) Holding Chart
Ropes Wealth Advisors LLC XOM ($109.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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