AWM
Affinity Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
4,072
+154
| +4% | +$16.6K | 0.07% | 62 |
|
|
2025
Q1 | $466K | Hold |
3,918
| – | – | 0.09% | 60 |
|
|
2024
Q4 | $421K | Hold |
3,918
| – | – | 0.07% | 63 |
|
|
2024
Q3 | $459K | Hold |
3,918
| – | – | 0.08% | 64 |
|
|
2024
Q2 | $451K | Buy |
3,918
+372
| +10% | +$42.8K | 0.08% | 62 |
|
|
2024
Q1 | $412K | Buy |
3,546
+110
| +3% | +$12.8K | 0.08% | 65 |
|
|
2023
Q4 | $344K | Hold |
3,436
| – | – | 0.07% | 70 |
|
|
2023
Q3 | $404K | Sell |
3,436
-402
| -10% | -$47.3K | 0.09% | 64 |
|
|
2023
Q2 | $412K | Buy |
3,838
+143
| +4% | +$15.3K | 0.09% | 66 |
|
|
2023
Q1 | $405K | Sell |
3,695
-102
| -3% | -$11.2K | 0.1% | 70 |
|
|
2022
Q4 | $419K | Buy |
3,797
+613
| +19% | +$67.6K | 0.1% | 61 |
|
|
2022
Q3 | $278K | Buy |
+3,184
| New | +$278K | 0.07% | 75 |
|
|
2022
Q2 | – | Sell |
-3,184
| Closed | -$278K | – | 117 |
|
|
2022
Q1 | $278K | Buy |
+3,184
| New | +$278K | 0.06% | 84 |
|
|
2020
Q1 | – | Sell |
-3,670
| Closed | -$256K | – | 112 |
|
|
2019
Q4 | $256K | Sell |
3,670
-2,865
| -44% | -$200K | 0.09% | 84 |
|
|
2019
Q3 | $461K | Sell |
6,535
-272
| -4% | -$19.2K | 0.19% | 61 |
|
|
2019
Q2 | $522K | Sell |
6,807
-476
| -7% | -$36.5K | 0.2% | 58 |
|
|
2019
Q1 | $588K | Hold |
7,283
| – | – | 0.23% | 62 |
|
|
2018
Q4 | $497K | Buy |
+7,283
| New | +$497K | 0.3% | 50 |
|
|
2017
Q3 | $549K | Sell |
6,700
-203
| -3% | -$16.6K | 0.34% | 24 |
|
|
2017
Q2 | $557K | Sell |
6,903
-1,201
| -15% | -$96.9K | 0.35% | 21 |
|
|
2017
Q1 | $664K | Sell |
8,104
-162
| -2% | -$13.3K | 0.37% | 19 |
|
|
2016
Q4 | $746K | Buy |
8,266
+527
| +7% | +$47.6K | 0.42% | 15 |
|
|
2016
Q3 | $675K | Sell |
7,739
-100
| -1% | -$8.72K | 0.44% | 20 |
|
|
2016
Q2 | $735K | Hold |
7,839
| – | – | 0.5% | 15 |
|
|
2016
Q1 | $655K | Hold |
7,839
| – | – | 0.4% | 22 |
|
|
2015
Q4 | $611K | Hold |
7,839
| – | – | 0.4% | 19 |
|
|
2015
Q3 | $583K | Hold |
7,839
| – | – | 0.58% | 16 |
|
|
2015
Q2 | $652K | Hold |
7,839
| – | – | 0.42% | 18 |
|
|
2015
Q1 | $666K | Buy |
7,839
+5
| +0.1% | +$425 | 0.39% | 17 |
|
|
2014
Q4 | $724K | Buy |
+7,834
| New | +$724K | 0.58% | 12 |
|
|
2014
Q2 | $769K | Buy |
+7,634
| New | +$769K | 0.74% | 8 |
|
|
2013
Q3 | $625K | Sell |
7,265
-31
| -0.4% | -$2.67K | 0.27% | 29 |
|
|
2013
Q2 | $659K | Buy |
+7,296
| New | +$659K | 0.31% | 26 |
|