1WA
180 Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
32,427
-339
| -1% | -$36.5K | 0.49% | 48 |
|
|
2025
Q1 | $3.9M | Buy |
32,766
+350
| +1% | +$41.6K | 0.62% | 38 |
|
|
2024
Q4 | $3.49M | Sell |
32,416
-12,168
| -27% | -$1.31M | 0.55% | 42 |
|
|
2024
Q3 | $5.23M | Sell |
44,584
-3,172
| -7% | -$372K | 0.82% | 23 |
|
|
2024
Q2 | $5.41M | Sell |
47,756
-1,462
| -3% | -$166K | 0.88% | 18 |
|
|
2024
Q1 | $5.72M | Sell |
49,218
-1,936
| -4% | -$225K | 1.03% | 14 |
|
|
2023
Q4 | $5.24M | Buy |
51,154
+249
| +0.5% | +$25.5K | 1.05% | 15 |
|
|
2023
Q3 | $5.99M | Buy |
50,905
+533
| +1% | +$62.7K | 1.35% | 10 |
|
|
2023
Q2 | $5.41M | Sell |
50,372
-766
| -1% | -$82.3K | 1.19% | 10 |
|
|
2023
Q1 | $5.61M | Sell |
51,138
-4,241
| -8% | -$465K | 1.3% | 9 |
|
|
2022
Q4 | $6.52M | Sell |
55,379
-4,971
| -8% | -$585K | 1.53% | 7 |
|
|
2022
Q3 | $5.27M | Buy |
60,350
+1,365
| +2% | +$119K | 1.45% | 7 |
|
|
2022
Q2 | $5.16M | Sell |
58,985
-2,667
| -4% | -$233K | 1.32% | 8 |
|
|
2022
Q1 | $5.41M | Sell |
61,652
-2,025
| -3% | -$178K | 1.18% | 10 |
|
|
2021
Q4 | $4.6M | Sell |
63,677
-1,313
| -2% | -$94.8K | 1.03% | 13 |
|
|
2021
Q3 | $4.07M | Buy |
64,990
+302
| +0.5% | +$18.9K | 0.9% | 22 |
|
|
2021
Q2 | $3.76M | Buy |
64,688
+1,679
| +3% | +$97.7K | 0.86% | 25 |
|
|
2021
Q1 | $3.71M | Buy |
63,009
+5,678
| +10% | +$335K | 0.92% | 21 |
|
|
2020
Q4 | $2.8M | Buy |
57,331
+38,957
| +212% | +$1.9M | 0.81% | 26 |
|
|
2020
Q3 | $619K | Buy |
18,374
+2,135
| +13% | +$71.9K | 0.23% | 98 |
|
|
2020
Q2 | $707K | Sell |
16,239
-1,529
| -9% | -$66.6K | 0.28% | 89 |
|
|
2020
Q1 | $718K | Sell |
17,768
-221
| -1% | -$8.93K | 0.37% | 74 |
|
|
2019
Q4 | $1.24M | Sell |
17,989
-1,170
| -6% | -$80.8K | 0.5% | 54 |
|
|
2019
Q3 | $1.32M | Sell |
19,159
-4,139
| -18% | -$286K | 0.58% | 44 |
|
|
2019
Q2 | $1.69M | Buy |
23,298
+4,753
| +26% | +$344K | 0.76% | 30 |
|
|
2019
Q1 | $1.42M | Buy |
18,545
+1,627
| +10% | +$125K | 0.65% | 35 |
|
|
2018
Q4 | $1.44M | Sell |
16,918
-185
| -1% | -$15.7K | 0.67% | 35 |
|
|
2018
Q3 | $1.45M | Buy |
17,103
+4,789
| +39% | +$407K | 0.67% | 36 |
|
|
2018
Q2 | $1.02M | Sell |
12,314
-388
| -3% | -$32.1K | 0.5% | 58 |
|
|
2018
Q1 | $950K | Buy |
12,702
+155
| +1% | +$11.6K | 0.49% | 62 |
|
|
2017
Q4 | $1.05M | Buy |
+12,547
| New | +$1.05M | 0.53% | 57 |
|