Total Wealth Planning & Management, Inc. XOM Holdings History
Total Wealth Planning & Management, Inc.'s Exxon Mobil Corp Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held 14,230.00 shares of Exxon Mobil Corp(XOM), totaling $1.69 Mil. This investment constitutes 1.61% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2024Q4. And since then Total Wealth Planning & Management, Inc. has made 1 purchases of XOM, at an average price of $115.89, for a total of 14,230.00 shares. Based on historical transaction data and XOM's current price of $111.11, Total Wealth Planning & Management, Inc.'s estimated gain on his XOM holdings is $-68,052.74, reflecting a -4.13% gain to date.
Total Wealth Planning & Management, Inc. XOM ($111.11) Holding Chart
Total Wealth Planning & Management, Inc. XOM ($111.11) 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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