APW

Acima Private Wealth’s Exxon Mobil XOM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$894K	Buy	8,292 +3,200	+63%	+$345K	0.3%	53
2025 Q1	$606K	Hold	5,092	–	–	0.22%	64
2024 Q4	$548K	Hold	5,092	–	–	0.18%	71
2024 Q3	$597K	Hold	5,092	–	–	0.2%	69
2024 Q2	$586K	Sell	5,092 -100	-2%	-$11.5K	0.22%	69
2024 Q1	$604K	Hold	5,192	–	–	0.22%	74
2023 Q4	$519K	Hold	5,192	–	–	0.2%	80
2023 Q3	$610K	Hold	5,192	–	–	0.27%	72
2023 Q2	$557K	Sell	5,192 -450	-8%	-$48.3K	0.27%	79
2023 Q1	$619K	Hold	5,642	–	–	0.3%	68
2022 Q4	$622K	Hold	5,642	–	–	0.32%	68
2022 Q3	$493K	Hold	5,642	–	–	0.25%	72
2022 Q2	$483K	Hold	5,642	–	–	0.24%	79
2022 Q1	$466K	Hold	5,642	–	–	0.22%	88
2021 Q4	$345K	Hold	5,642	–	–	0.15%	106
2021 Q3	$332K	Sell	5,642 -350	-6%	-$20.6K	0.15%	98
2021 Q2	$378K	Hold	5,992	–	–	0.17%	94
2021 Q1	$335K	Hold	5,992	–	–	0.16%	95
2020 Q4	$247K	Hold	5,992	–	–	0.13%	109
2020 Q3	$206K	Hold	5,992	–	–	0.12%	111
2020 Q2	$268K	Sell	5,992 -59	-1%	-$2.64K	0.17%	101
2020 Q1	$230K	Hold	6,051	–	–	0.18%	100
2019 Q4	$422K	Buy	6,051 +100	+2%	+$6.97K	0.29%	83
2019 Q3	$420K	Hold	5,951	–	–	0.32%	76
2019 Q2	$456K	Sell	5,951 -400	-6%	-$30.7K	0.36%	66
2019 Q1	$513K	Hold	6,351	–	–	0.44%	60
2018 Q4	$433K	Buy	+6,351	New	+$433K	0.42%	58