9WM
9258 Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.37M | Sell |
37,319
-1,529
| -4% | -$179K | 0.65% | 30 |
|
|
2024
Q2 | $4.47M | Buy |
38,848
+11,306
| +41% | +$1.3M | 0.69% | 31 |
|
|
2024
Q1 | $3.2M | Sell |
27,542
-32
| -0.1% | -$3.72K | 0.5% | 42 |
|
|
2023
Q4 | $2.76M | Sell |
27,574
-72
| -0.3% | -$7.2K | 0.48% | 43 |
|
|
2023
Q3 | $3.25M | Sell |
27,646
-842
| -3% | -$99K | 0.63% | 33 |
|
|
2023
Q2 | $3.06M | Buy |
28,488
+192
| +0.7% | +$20.6K | 0.58% | 37 |
|
|
2023
Q1 | $3.1M | Buy |
28,296
+81
| +0.3% | +$8.88K | 0.63% | 34 |
|
|
2022
Q4 | $3.11M | Sell |
28,215
-865
| -3% | -$95.4K | 0.67% | 31 |
|
|
2022
Q3 | $2.54M | Buy |
29,080
+788
| +3% | +$68.8K | 0.65% | 34 |
|
|
2022
Q2 | $2.42M | Buy |
28,292
+514
| +2% | +$44K | 0.62% | 35 |
|
|
2022
Q1 | $2.29M | Buy |
27,778
+199
| +0.7% | +$16.4K | 0.53% | 38 |
|
|
2021
Q4 | $1.69M | Sell |
27,579
-903
| -3% | -$55.3K | 0.39% | 49 |
|
|
2021
Q3 | $1.68M | Buy |
28,482
+45
| +0.2% | +$2.65K | 0.45% | 39 |
|
|
2021
Q2 | $1.79M | Buy |
28,437
+1,037
| +4% | +$65.4K | 0.48% | 37 |
|
|
2021
Q1 | $1.53M | Buy |
27,400
+450
| +2% | +$25.1K | 0.46% | 41 |
|
|
2020
Q4 | $1.11M | Sell |
26,950
-6,200
| -19% | -$256K | 0.36% | 59 |
|
|
2020
Q3 | $1.08M | Sell |
33,150
-1,873
| -5% | -$61.1K | 0.41% | 50 |
|
|
2020
Q2 | $1.57M | Sell |
35,023
-95
| -0.3% | -$4.25K | 0.63% | 28 |
|
|
2020
Q1 | $1.54M | Buy |
35,118
+1,704
| +5% | +$74.9K | 0.68% | 27 |
|
|
2019
Q4 | $2.33M | Buy |
33,414
+18,730
| +128% | +$1.31M | 0.85% | 20 |
|
|
2019
Q3 | $1.04M | Buy |
14,684
+168
| +1% | +$11.9K | 0.81% | 34 |
|
|
2019
Q2 | $1.11M | Sell |
14,516
-1,028
| -7% | -$78.8K | 0.9% | 31 |
|
|
2019
Q1 | $1.26M | Buy |
15,544
+528
| +4% | +$42.7K | 1.07% | 28 |
|
|
2018
Q4 | $1.02M | Buy |
+15,016
| New | +$1.02M | 0.99% | 28 |
|