AOWM
Alpha Omega Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
21,676
-1,342
| -6% | -$145K | 0.42% | 72 |
|
|
2025
Q1 | $2.74M | Sell |
23,018
-272
| -1% | -$32.3K | 0.52% | 64 |
|
|
2024
Q4 | $2.51M | Buy |
23,290
+1,360
| +6% | +$146K | 0.47% | 74 |
|
|
2024
Q3 | $2.57M | Sell |
21,930
-912
| -4% | -$107K | 0.47% | 74 |
|
|
2024
Q2 | $2.63M | Buy |
22,842
+9,487
| +71% | +$1.09M | 0.5% | 70 |
|
|
2024
Q1 | $1.55M | Buy |
13,355
+400
| +3% | +$46.5K | 0.29% | 92 |
|
|
2023
Q4 | $1.3M | Sell |
12,955
-200
| -2% | -$20K | 0.21% | 96 |
|
|
2023
Q3 | $1.55M | Sell |
13,155
-217
| -2% | -$25.5K | 0.27% | 88 |
|
|
2023
Q2 | $1.43M | Sell |
13,372
-834
| -6% | -$89.4K | 0.24% | 94 |
|
|
2023
Q1 | $1.56M | Buy |
14,206
+495
| +4% | +$54.3K | 0.27% | 91 |
|
|
2022
Q4 | $1.51M | Sell |
13,711
-405
| -3% | -$44.7K | 0.27% | 92 |
|
|
2022
Q3 | $1.23M | Buy |
14,116
+504
| +4% | +$44K | 0.24% | 98 |
|
|
2022
Q2 | $1.17M | Sell |
13,612
-1,110
| -8% | -$95.1K | 0.21% | 100 |
|
|
2022
Q1 | $1.22M | Sell |
14,722
-368
| -2% | -$30.4K | 0.19% | 104 |
|
|
2021
Q4 | $1.07M | Buy |
15,090
+397
| +3% | +$28K | 0.16% | 115 |
|
|
2021
Q3 | $864K | Sell |
14,693
-20
| -0.1% | -$1.18K | 0.14% | 120 |
|
|
2021
Q2 | $928K | Sell |
14,713
-240
| -2% | -$15.1K | 0.15% | 112 |
|
|
2021
Q1 | $835K | Buy |
14,953
+335
| +2% | +$18.7K | 0.15% | 118 |
|
|
2020
Q4 | $603K | Sell |
14,618
-2,077
| -12% | -$85.7K | 0.1% | 129 |
|
|
2020
Q3 | $573K | Sell |
16,695
-20,436
| -55% | -$701K | 0.08% | 120 |
|
|
2020
Q2 | $1.66M | Sell |
37,131
-23,092
| -38% | -$1.03M | 0.25% | 70 |
|
|
2020
Q1 | $2.29M | Sell |
60,223
-184
| -0.3% | -$6.99K | 0.42% | 53 |
|
|
2019
Q4 | $4.22M | Sell |
60,407
-1,773
| -3% | -$124K | 0.68% | 29 |
|
|
2019
Q3 | $4.4M | Buy |
62,180
+36,925
| +146% | +$2.61M | 0.71% | 21 |
|
|
2019
Q2 | $1.94M | Buy |
25,255
+13,608
| +117% | +$1.04M | 0.82% | 45 |
|
|
2019
Q1 | $941K | Buy |
11,647
+35
| +0.3% | +$2.83K | 0.42% | 61 |
|
|
2018
Q4 | $792K | Sell |
11,612
-1,521
| -12% | -$104K | 0.4% | 60 |
|
|
2018
Q3 | $1.12M | Hold |
13,133
| – | – | 0.5% | 51 |
|
|
2018
Q2 | $1.09M | Buy |
13,133
+737
| +6% | +$60.9K | 0.53% | 50 |
|
|
2018
Q1 | $925K | Sell |
12,396
-924
| -7% | -$69K | 0.46% | 56 |
|
|
2017
Q4 | $1.11M | Sell |
13,320
-657
| -5% | -$54.9K | 0.55% | 50 |
|
|
2017
Q3 | $1.15M | Sell |
13,977
-350
| -2% | -$28.7K | 0.57% | 50 |
|
|
2017
Q2 | $1.16M | Hold |
14,327
| – | – | 0.59% | 49 |
|
|
2017
Q1 | $1.18M | Buy |
14,327
+155
| +1% | +$12.7K | 0.63% | 46 |
|
|
2016
Q4 | $1.28M | Buy |
14,172
+10,840
| +325% | +$978K | 0.68% | 46 |
|
|
2016
Q3 | $291K | Hold |
3,332
| – | – | 0.23% | 57 |
|
|
2016
Q2 | $312K | Hold |
3,332
| – | – | 0.26% | 55 |
|
|
2016
Q1 | $279K | Buy |
3,332
+496
| +17% | +$41.5K | 0.23% | 58 |
|
|
2015
Q4 | $221K | Buy |
+2,836
| New | +$221K | 0.19% | 59 |
|