AWA
ARS Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $11.6M | Buy |
183,438
+6,087
| +3% | +$384K | 2.08% | 14 |
|
|
2021
Q1 | $9.9M | Buy |
177,351
+16,814
| +10% | +$939K | 2.16% | 14 |
|
|
2020
Q4 | $6.62M | Buy |
160,537
+140,787
| +713% | +$5.8M | 1.42% | 17 |
|
|
2020
Q3 | $678K | Buy |
19,750
+447
| +2% | +$15.3K | 0.19% | 50 |
|
|
2020
Q2 | $863K | Sell |
19,303
-2,413
| -11% | -$108K | 0.27% | 40 |
|
|
2020
Q1 | $825K | Sell |
21,716
-2,245
| -9% | -$85.3K | 0.35% | 38 |
|
|
2019
Q4 | $1.67M | Sell |
23,961
-539
| -2% | -$37.6K | 0.48% | 33 |
|
|
2019
Q3 | $1.73M | Buy |
24,500
+959
| +4% | +$67.7K | 0.55% | 31 |
|
|
2019
Q2 | $1.8M | Buy |
23,541
+1,884
| +9% | +$144K | 0.57% | 29 |
|
|
2019
Q1 | $1.75M | Buy |
21,657
+85
| +0.4% | +$6.87K | 0.56% | 30 |
|
|
2018
Q4 | $1.47M | Buy |
21,572
+3,824
| +22% | +$261K | 0.54% | 30 |
|
|
2018
Q3 | $1.51M | Buy |
17,748
+1,211
| +7% | +$103K | 0.51% | 33 |
|
|
2018
Q2 | $1.37M | Buy |
16,537
+4,539
| +38% | +$375K | 0.49% | 33 |
|
|
2018
Q1 | $895K | Sell |
11,998
-813
| -6% | -$60.6K | 0.33% | 47 |
|
|
2017
Q4 | $1.07M | Sell |
12,811
-4,450
| -26% | -$372K | 0.4% | 44 |
|
|
2017
Q3 | $1.42M | Buy |
17,261
+716
| +4% | +$58.7K | 0.55% | 35 |
|
|
2017
Q2 | $1.34M | Sell |
16,545
-3,487
| -17% | -$282K | 0.54% | 37 |
|
|
2017
Q1 | $1.64M | Buy |
20,032
+375
| +2% | +$30.8K | 0.7% | 27 |
|
|
2016
Q4 | $1.77M | Buy |
19,657
+6,460
| +49% | +$583K | 0.8% | 22 |
|
|
2016
Q3 | $1.15M | Buy |
13,197
+4,742
| +56% | +$414K | 0.49% | 27 |
|
|
2016
Q2 | $793K | Buy |
8,455
+1,029
| +14% | +$96.5K | 0.34% | 33 |
|
|
2016
Q1 | $621K | Buy |
7,426
+259
| +4% | +$21.7K | 0.29% | 35 |
|
|
2015
Q4 | $559K | Buy |
7,167
+256
| +4% | +$20K | 0.29% | 37 |
|
|
2015
Q3 | $514K | Sell |
6,911
-82
| -1% | -$6.1K | 0.26% | 33 |
|
|
2015
Q2 | $582K | Sell |
6,993
-3,247
| -32% | -$270K | 0.26% | 29 |
|
|
2015
Q1 | $870K | Sell |
10,240
-41
| -0.4% | -$3.48K | 0.38% | 24 |
|
|
2014
Q4 | $950K | Buy |
10,281
+1,007
| +11% | +$93.1K | 0.41% | 20 |
|
|
2014
Q3 | $872K | Sell |
9,274
-402
| -4% | -$37.8K | 0.41% | 22 |
|
|
2014
Q2 | $974K | Buy |
9,676
+2,693
| +39% | +$271K | 0.47% | 21 |
|
|
2014
Q1 | $682K | Sell |
6,983
-45
| -0.6% | -$4.4K | 0.41% | 26 |
|
|
2013
Q4 | $711K | Buy |
+7,028
| New | +$711K | 0.44% | 28 |
|