AFWM
AMJ Financial Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
3,602
-50
| -1% | -$5.39K | 0.1% | 68 |
|
|
2025
Q1 | $434K | Buy |
3,652
+6
| +0.2% | +$714 | 0.13% | 69 |
|
|
2024
Q4 | $392K | Sell |
3,646
-233
| -6% | -$25.1K | 0.11% | 73 |
|
|
2024
Q3 | $455K | Sell |
3,879
-152
| -4% | -$17.8K | 0.13% | 67 |
|
|
2024
Q2 | $464K | Buy |
4,031
+573
| +17% | +$66K | 0.14% | 57 |
|
|
2024
Q1 | $402K | Sell |
3,458
-68
| -2% | -$7.9K | 0.13% | 63 |
|
|
2023
Q4 | $353K | Buy |
3,526
+1
| +0% | +$100 | 0.15% | 58 |
|
|
2023
Q3 | $414K | Hold |
3,525
| – | – | 0.19% | 51 |
|
|
2023
Q2 | $378K | Sell |
3,525
-75
| -2% | -$8.04K | 0.17% | 57 |
|
|
2023
Q1 | $395K | Buy |
3,600
+111
| +3% | +$12.2K | 0.25% | 42 |
|
|
2022
Q4 | $385K | Hold |
3,489
| – | – | 0.23% | 41 |
|
|
2022
Q3 | $305K | Buy |
3,489
+30
| +0.9% | +$2.62K | 0.2% | 43 |
|
|
2022
Q2 | $296K | Buy |
3,459
+214
| +7% | +$18.3K | 0.25% | 43 |
|
|
2022
Q1 | $268K | Buy |
+3,245
| New | +$268K | 0.11% | 73 |
|
|
2021
Q3 | – | Sell |
-7,486
| Closed | -$472K | – | 106 |
|
|
2021
Q2 | $472K | Buy |
+7,486
| New | +$472K | 0.21% | 69 |
|
|
2020
Q1 | – | Sell |
-6,284
| Closed | -$438K | – | 71 |
|
|
2019
Q4 | $438K | Buy |
+6,284
| New | +$438K | 0.31% | 48 |
|