4WM
4J Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
12,978
+11
| +0.1% | +$1.19K | 0.95% | 23 |
|
|
2025
Q1 | $1.54M | Hold |
12,967
| – | – | 1.22% | 21 |
|
|
2024
Q4 | $1.39M | Hold |
12,967
| – | – | 1.13% | 20 |
|
|
2024
Q3 | $1.52M | Sell |
12,967
-30
| -0.2% | -$3.52K | 1.18% | 19 |
|
|
2024
Q2 | $1.5M | Buy |
12,997
+55
| +0.4% | +$6.33K | 1.24% | 19 |
|
|
2024
Q1 | $1.5M | Sell |
12,942
-21
| -0.2% | -$2.44K | 1.3% | 19 |
|
|
2023
Q4 | $1.3M | Sell |
12,963
-74
| -0.6% | -$7.4K | 1.18% | 23 |
|
|
2023
Q3 | $1.53M | Sell |
13,037
-176
| -1% | -$20.7K | 1.53% | 17 |
|
|
2023
Q2 | $1.42M | Buy |
13,213
+3,937
| +42% | +$422K | 1.37% | 20 |
|
|
2023
Q1 | $1.02M | Hold |
9,276
| – | – | 1.09% | 26 |
|
|
2022
Q4 | $1.02M | Hold |
9,276
| – | – | 1.19% | 24 |
|
|
2022
Q3 | $810K | Buy |
9,276
+185
| +2% | +$16.2K | 1.04% | 24 |
|
|
2022
Q2 | $779K | Sell |
9,091
-1,373
| -13% | -$118K | 0.98% | 27 |
|
|
2022
Q1 | $864K | Sell |
10,464
-100
| -0.9% | -$8.26K | 0.76% | 30 |
|
|
2021
Q4 | $646K | Sell |
10,564
-31
| -0.3% | -$1.9K | 0.54% | 38 |
|
|
2021
Q3 | $623K | Hold |
10,595
| – | – | 0.54% | 40 |
|
|
2021
Q2 | $668K | Hold |
10,595
| – | – | 0.58% | 38 |
|
|
2021
Q1 | $592K | Hold |
10,595
| – | – | 0.55% | 43 |
|
|
2020
Q4 | $436K | Buy |
+10,595
| New | +$436K | 0.42% | 47 |
|