AWM
Aries Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
44,618
-14,027
| -24% | -$1.51M | 1.26% | 19 |
|
|
2025
Q1 | $6.97M | Buy |
58,645
+13,222
| +29% | +$1.57M | 1.89% | 10 |
|
|
2024
Q4 | $4.89M | Sell |
45,423
-426
| -0.9% | -$45.8K | 1.35% | 18 |
|
|
2024
Q3 | $5.37M | Sell |
45,849
-1,839
| -4% | -$216K | 1.48% | 12 |
|
|
2024
Q2 | $5.49M | Buy |
47,688
+312
| +0.7% | +$35.9K | 1.73% | 11 |
|
|
2024
Q1 | $5.51M | Sell |
47,376
-1,305
| -3% | -$152K | 1.77% | 12 |
|
|
2023
Q4 | $4.87M | Sell |
48,681
-7,068
| -13% | -$707K | 1.74% | 12 |
|
|
2023
Q3 | $6.13M | Buy |
55,749
+6,507
| +13% | +$715K | 2.4% | 7 |
|
|
2023
Q2 | $5.28M | Hold |
49,242
| – | – | 2.05% | 8 |
|
|
2023
Q1 | $5.4M | Buy |
49,242
+705
| +1% | +$77.3K | 2.21% | 8 |
|
|
2022
Q4 | $5.35M | Sell |
48,537
-2,881
| -6% | -$318K | 2.31% | 7 |
|
|
2022
Q3 | $5.7M | Sell |
51,418
-123
| -0.2% | -$13.6K | 2.52% | 6 |
|
|
2022
Q2 | $4.41M | Buy |
+51,541
| New | +$4.41M | 2% | 11 |
|
|
2022
Q1 | – | Sell |
-51,881
| Closed | -$3.18M | – | 239 |
|
|
2021
Q4 | $3.18M | Sell |
51,881
-1,782
| -3% | -$109K | 1.21% | 18 |
|
|
2021
Q3 | $3.16M | Sell |
53,663
-150
| -0.3% | -$8.82K | 1.34% | 18 |
|
|
2021
Q2 | $3.4M | Sell |
53,813
-140
| -0.3% | -$8.83K | 1.45% | 15 |
|
|
2021
Q1 | $3.09M | Buy |
53,953
+40
| +0.1% | +$2.29K | 1.39% | 15 |
|
|
2020
Q4 | $2.45M | Sell |
53,913
-3,789
| -7% | -$172K | 1.22% | 18 |
|
|
2020
Q3 | $1.98M | Sell |
57,702
-1,355
| -2% | -$46.5K | 1.12% | 24 |
|
|
2020
Q2 | $2.64M | Buy |
59,057
+567
| +1% | +$25.4K | 1.61% | 13 |
|
|
2020
Q1 | $2.36M | Sell |
58,490
-514
| -0.9% | -$20.8K | 1.8% | 12 |
|
|
2019
Q4 | $4.18M | Sell |
59,004
-1,771
| -3% | -$126K | 2.55% | 7 |
|
|
2019
Q3 | $4.19M | Sell |
60,775
-43
| -0.1% | -$2.97K | 2.79% | 7 |
|
|
2019
Q2 | $4.63M | Hold |
60,818
| – | – | 3.24% | 3 |
|
|
2019
Q1 | $4.91M | Buy |
60,818
+20,934
| +52% | +$1.69M | 3.67% | 2 |
|
|
2018
Q4 | $2.72M | Sell |
39,884
-490
| -1% | -$33.4K | 2.88% | 6 |
|
|
2018
Q3 | $3.43M | Sell |
40,374
-1,096
| -3% | -$93.2K | 3.08% | 4 |
|
|
2018
Q2 | $3.38M | Sell |
41,470
-552
| -1% | -$45K | 3.12% | 3 |
|
|
2018
Q1 | $3.24M | Sell |
42,022
-2,441
| -5% | -$188K | 3.14% | 3 |
|
|
2017
Q4 | $3.88M | Buy |
+44,463
| New | +$3.88M | 3.57% | 3 |
|