APWA
Atlas Private Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
12,993
-1,453
| -10% | -$157K | 0.18% | 68 |
|
|
2025
Q1 | $1.72M | Sell |
14,446
-4,110
| -22% | -$489K | 0.24% | 55 |
|
|
2024
Q4 | $2M | Buy |
18,556
+418
| +2% | +$45K | 0.28% | 51 |
|
|
2024
Q3 | $2.13M | Buy |
18,138
+112
| +0.6% | +$13.1K | 0.31% | 45 |
|
|
2024
Q2 | $2.07M | Buy |
18,026
+9,348
| +108% | +$1.08M | 0.34% | 40 |
|
|
2024
Q1 | $1.01M | Sell |
8,678
-8,378
| -49% | -$974K | 0.34% | 41 |
|
|
2023
Q4 | $1.7M | Sell |
17,056
-2,483
| -13% | -$248K | 0.32% | 42 |
|
|
2023
Q3 | $2.3M | Buy |
19,539
+3,964
| +25% | +$466K | 0.43% | 38 |
|
|
2023
Q2 | $1.67M | Buy |
15,575
+7,783
| +100% | +$835K | 0.34% | 56 |
|
|
2023
Q1 | $854K | Sell |
7,792
-766
| -9% | -$84K | 0.39% | 50 |
|
|
2022
Q4 | $944K | Sell |
8,558
-370
| -4% | -$40.8K | 0.5% | 39 |
|
|
2022
Q3 | $779K | Sell |
8,928
-619
| -6% | -$54K | 0.47% | 47 |
|
|
2022
Q2 | $818K | Sell |
9,547
-1,483
| -13% | -$127K | 0.49% | 48 |
|
|
2022
Q1 | $911K | Sell |
11,030
-1,694
| -13% | -$140K | 0.4% | 53 |
|
|
2021
Q4 | $779K | Sell |
12,724
-15
| -0.1% | -$918 | 0.36% | 66 |
|
|
2021
Q3 | $749K | Buy |
12,739
+528
| +4% | +$31K | 0.39% | 57 |
|
|
2021
Q2 | $770K | Buy |
12,211
+271
| +2% | +$17.1K | 0.42% | 54 |
|
|
2021
Q1 | $667K | Buy |
11,940
+1,180
| +11% | +$65.9K | 0.37% | 60 |
|
|
2020
Q4 | $444K | Buy |
10,760
+1,263
| +13% | +$52.1K | 0.3% | 74 |
|
|
2020
Q3 | $326K | Buy |
9,497
+158
| +2% | +$5.42K | 0.27% | 79 |
|
|
2020
Q2 | $418K | Buy |
+9,339
| New | +$418K | 0.37% | 66 |
|