AWA
Acorn Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Sell |
6,679
-713
| -10% | -$76.9K | 0.27% | 82 |
|
|
2025
Q1 | $879K | Buy |
7,392
+52
| +0.7% | +$6.19K | 0.37% | 60 |
|
|
2024
Q4 | $790K | Buy |
7,340
+60
| +0.8% | +$6.45K | 0.33% | 67 |
|
|
2024
Q3 | $853K | Buy |
7,280
+3,937
| +118% | +$462K | 0.37% | 58 |
|
|
2024
Q2 | $385K | Buy |
3,343
+200
| +6% | +$23K | 0.19% | 108 |
|
|
2024
Q1 | $365K | Sell |
3,143
-99
| -3% | -$11.5K | 0.19% | 111 |
|
|
2023
Q4 | $324K | Buy |
3,242
+10
| +0.3% | +$1K | 0.19% | 117 |
|
|
2023
Q3 | $380K | Buy |
3,232
+26
| +0.8% | +$3.06K | 0.25% | 90 |
|
|
2023
Q2 | $344K | Buy |
3,206
+107
| +3% | +$11.5K | 0.23% | 104 |
|
|
2023
Q1 | $340K | Buy |
3,099
+616
| +25% | +$67.5K | 0.25% | 97 |
|
|
2022
Q4 | $274K | Buy |
2,483
+91
| +4% | +$10K | 0.21% | 115 |
|
|
2022
Q3 | $209K | Buy |
+2,392
| New | +$209K | 0.17% | 143 |
|
|
2021
Q4 | – | Sell |
-3,412
| Closed | -$201K | – | 185 |
|
|
2021
Q3 | $201K | Buy |
+3,412
| New | +$201K | 0.14% | 168 |
|
|
2020
Q2 | – | Sell |
-5,276
| Closed | -$212K | – | 123 |
|
|
2020
Q1 | $212K | Buy |
5,276
+691
| +15% | +$27.8K | 0.24% | 95 |
|
|
2019
Q4 | $319K | Sell |
4,585
-145
| -3% | -$10.1K | 0.27% | 82 |
|
|
2019
Q3 | $325K | Buy |
4,730
+538
| +13% | +$37K | 0.28% | 77 |
|
|
2019
Q2 | $295K | Buy |
4,192
+7
| +0.2% | +$493 | 0.27% | 77 |
|
|
2019
Q1 | $339K | Buy |
4,185
+658
| +19% | +$53.3K | 0.31% | 67 |
|
|
2018
Q4 | $253K | Sell |
3,527
-376
| -10% | -$27K | 0.26% | 87 |
|
|
2018
Q3 | $311K | Buy |
3,903
+5
| +0.1% | +$398 | 0.31% | 73 |
|
|
2018
Q2 | $319K | Buy |
3,898
+66
| +2% | +$5.4K | 0.27% | 69 |
|
|
2018
Q1 | $299K | Sell |
3,832
-732
| -16% | -$57.1K | 0.26% | 77 |
|
|
2017
Q4 | $396K | Buy |
+4,564
| New | +$396K | 0.36% | 50 |
|