AWM
AllSquare Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Sell |
7,933
-390
| -5% | -$42K | 0.48% | 34 |
|
|
2025
Q1 | $990K | Hold |
8,323
| – | – | 0.59% | 27 |
|
|
2024
Q4 | $895K | Sell |
8,323
-45
| -0.5% | -$4.84K | 0.51% | 32 |
|
|
2024
Q3 | $981K | Hold |
8,368
| – | – | 0.56% | 28 |
|
|
2024
Q2 | $963K | Buy |
8,368
+2,670
| +47% | +$307K | 0.58% | 29 |
|
|
2024
Q1 | $662K | Sell |
5,698
-687
| -11% | -$79.9K | 0.39% | 42 |
|
|
2023
Q4 | $638K | Hold |
6,385
| – | – | 0.39% | 37 |
|
|
2023
Q3 | $751K | Sell |
6,385
-117
| -2% | -$13.8K | 0.49% | 30 |
|
|
2023
Q2 | $676K | Sell |
6,502
-124
| -2% | -$12.9K | 0.44% | 31 |
|
|
2023
Q1 | $727K | Sell |
6,626
-20
| -0.3% | -$2.19K | 0.47% | 30 |
|
|
2022
Q4 | $733K | Sell |
6,646
-150
| -2% | -$16.5K | 0.5% | 27 |
|
|
2022
Q3 | $593K | Hold |
6,796
| – | – | 0.43% | 33 |
|
|
2022
Q2 | $582K | Hold |
6,796
| – | – | 0.4% | 38 |
|
|
2022
Q1 | $561K | Buy |
6,796
+1,244
| +22% | +$103K | 0.34% | 43 |
|
|
2021
Q4 | $340K | Sell |
5,552
-49
| -0.9% | -$3K | 0.2% | 69 |
|
|
2021
Q3 | $329K | Hold |
5,601
| – | – | 0.2% | 68 |
|
|
2021
Q2 | $353K | Hold |
5,601
| – | – | 0.21% | 66 |
|
|
2021
Q1 | $313K | Hold |
5,601
| – | – | 0.19% | 67 |
|
|
2020
Q4 | $231K | Sell |
5,601
-118
| -2% | -$4.87K | 0.15% | 79 |
|
|
2020
Q3 | $196K | Sell |
5,719
-1,500
| -21% | -$51.4K | 0.14% | 80 |
|
|
2020
Q2 | $323K | Buy |
7,219
+45
| +0.6% | +$2.01K | 0.24% | 51 |
|
|
2020
Q1 | $272K | Sell |
7,174
-925
| -11% | -$35.1K | 0.24% | 52 |
|
|
2019
Q4 | $565K | Sell |
8,099
-379
| -4% | -$26.4K | 0.39% | 39 |
|
|
2019
Q3 | $599K | Sell |
8,478
-1,300
| -13% | -$91.8K | 0.44% | 33 |
|
|
2019
Q2 | $749K | Hold |
9,778
| – | – | 0.56% | 25 |
|
|
2019
Q1 | $790K | Sell |
9,778
-105
| -1% | -$8.48K | 0.59% | 22 |
|
|
2018
Q4 | $674K | Sell |
9,883
-200
| -2% | -$13.6K | 0.56% | 24 |
|
|
2018
Q3 | $857K | Hold |
10,083
| – | – | 0.64% | 20 |
|
|
2018
Q2 | $834K | Buy |
10,083
+118
| +1% | +$9.76K | 0.63% | 17 |
|
|
2018
Q1 | $743K | Buy |
9,965
+41
| +0.4% | +$3.06K | 0.59% | 19 |
|
|
2017
Q4 | $830K | Hold |
9,924
| – | – | 0.65% | 19 |
|
|
2017
Q3 | $814K | Buy |
+9,924
| New | +$814K | 0.67% | 19 |
|
|
2017
Q2 | – | Sell |
-8,374
| Closed | -$687K | – | 361 |
|
|
2017
Q1 | $687K | Hold |
8,374
| – | – | 0.6% | 23 |
|
|
2016
Q4 | $756K | Sell |
8,374
-150
| -2% | -$13.5K | 0.69% | 18 |
|
|
2016
Q3 | $744K | Sell |
8,524
-500
| -6% | -$43.6K | 0.72% | 16 |
|
|
2016
Q2 | $846K | Sell |
9,024
-149
| -2% | -$14K | 0.84% | 13 |
|
|
2016
Q1 | $767K | Buy |
9,173
+264
| +3% | +$22.1K | 0.76% | 15 |
|
|
2015
Q4 | $694K | Buy |
8,909
+1,151
| +15% | +$89.7K | 0.7% | 16 |
|
|
2015
Q3 | $577K | Sell |
7,758
-206
| -3% | -$15.3K | 0.59% | 23 |
|
|
2015
Q2 | $663K | Buy |
7,964
+200
| +3% | +$16.7K | 0.62% | 16 |
|
|
2015
Q1 | $660K | Sell |
7,764
-675
| -8% | -$57.4K | 0.63% | 18 |
|
|
2014
Q4 | $780K | Buy |
+8,439
| New | +$780K | 0.76% | 14 |
|