AWM
Avior Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Sell |
44,294
-30,991
| -41% | -$3.34M | 0.17% | 101 |
|
|
2025
Q1 | $8.95M | Buy |
75,285
+5,810
| +8% | +$691K | 0.34% | 62 |
|
|
2024
Q4 | $7.47M | Sell |
69,475
-19,921
| -22% | -$2.14M | 0.27% | 71 |
|
|
2024
Q3 | $10.5M | Buy |
89,396
+1,589
| +2% | +$186K | 0.42% | 50 |
|
|
2024
Q2 | $10.1M | Sell |
87,807
-248
| -0.3% | -$28.5K | 0.43% | 48 |
|
|
2024
Q1 | $10.2M | Buy |
88,055
+30,202
| +52% | +$3.51M | 0.48% | 40 |
|
|
2023
Q4 | $5.78M | Buy |
57,853
+10,277
| +22% | +$1.03M | 0.35% | 61 |
|
|
2023
Q3 | $5.59M | Buy |
47,576
+1,238
| +3% | +$146K | 0.38% | 56 |
|
|
2023
Q2 | $4.97M | Sell |
46,338
-1,792
| -4% | -$192K | 0.32% | 65 |
|
|
2023
Q1 | $5.28M | Buy |
48,130
+4,303
| +10% | +$472K | 0.36% | 60 |
|
|
2022
Q4 | $4.83M | Sell |
43,827
-7,073
| -14% | -$780K | 0.36% | 62 |
|
|
2022
Q3 | $4.44M | Buy |
50,900
+14,787
| +41% | +$1.29M | 0.37% | 54 |
|
|
2022
Q2 | $3.09M | Buy |
36,113
+6,403
| +22% | +$548K | 0.31% | 67 |
|
|
2022
Q1 | $2.45M | Buy |
29,710
+1,608
| +6% | +$133K | 0.21% | 95 |
|
|
2021
Q4 | $1.72M | Buy |
28,102
+2,853
| +11% | +$175K | 0.14% | 120 |
|
|
2021
Q3 | $1.49M | Buy |
25,249
+774
| +3% | +$45.5K | 0.12% | 135 |
|
|
2021
Q2 | $1.58M | Sell |
24,475
-193
| -0.8% | -$12.5K | 0.16% | 122 |
|
|
2021
Q1 | $1.38M | Sell |
24,668
-6,533
| -21% | -$365K | 0.15% | 139 |
|
|
2020
Q4 | $1.29M | Sell |
31,201
-5,889
| -16% | -$243K | 0.16% | 131 |
|
|
2020
Q3 | $1.27M | Buy |
37,090
+9,391
| +34% | +$322K | 0.18% | 124 |
|
|
2020
Q2 | $1.24M | Sell |
27,699
-408
| -1% | -$18.2K | 0.19% | 123 |
|
|
2020
Q1 | $1.07M | Sell |
28,107
-764
| -3% | -$29K | 0.21% | 117 |
|
|
2019
Q4 | $2.01M | Sell |
28,871
-117
| -0.4% | -$8.16K | 0.32% | 81 |
|
|
2019
Q3 | $2.05M | Buy |
28,988
+615
| +2% | +$43.4K | 0.36% | 76 |
|
|
2019
Q2 | $2.17M | Buy |
28,373
+3,856
| +16% | +$295K | 0.39% | 69 |
|
|
2019
Q1 | $1.98M | Sell |
24,517
-2,065
| -8% | -$167K | 0.42% | 61 |
|
|
2018
Q4 | $1.83M | Buy |
26,582
+791
| +3% | +$54.5K | 0.44% | 57 |
|
|
2018
Q3 | $2.19M | Sell |
25,791
-798
| -3% | -$67.7K | 0.47% | 58 |
|
|
2018
Q2 | $2.2M | Buy |
26,589
+1,995
| +8% | +$165K | 0.5% | 50 |
|
|
2018
Q1 | $1.85M | Buy |
24,594
+601
| +3% | +$45.1K | 0.43% | 62 |
|
|
2017
Q4 | $2.01M | Buy |
23,993
+8,729
| +57% | +$729K | 0.45% | 61 |
|
|
2017
Q3 | $1.26M | Sell |
15,264
-664
| -4% | -$54.7K | 0.41% | 80 |
|
|
2017
Q2 | $1.29M | Sell |
15,928
-1,948
| -11% | -$158K | 0.53% | 65 |
|
|
2017
Q1 | $1.47M | Buy |
17,876
+915
| +5% | +$75.4K | 0.49% | 66 |
|
|
2016
Q4 | $1.53M | Buy |
16,961
+318
| +2% | +$28.6K | 0.57% | 55 |
|
|
2016
Q3 | $1.45M | Buy |
16,643
+1,550
| +10% | +$135K | 0.57% | 53 |
|
|
2016
Q2 | $1.41M | Sell |
15,093
-3
| -0% | -$280 | 0.6% | 45 |
|
|
2016
Q1 | $1.26M | Buy |
15,096
+1,404
| +10% | +$117K | 0.56% | 57 |
|
|
2015
Q4 | $1.07M | Buy |
13,692
+538
| +4% | +$41.9K | 0.58% | 54 |
|
|
2015
Q3 | $980K | Buy |
13,154
+11,408
| +653% | +$850K | 0.57% | 52 |
|
|
2015
Q2 | $146K | Sell |
1,746
-67
| -4% | -$5.6K | 0.11% | 78 |
|
|
2015
Q1 | $155K | Buy |
1,813
+900
| +99% | +$76.9K | 0.12% | 74 |
|
|
2014
Q4 | $84K | Buy |
913
+237
| +35% | +$21.8K | 0.07% | 105 |
|
|
2014
Q3 | $64K | Sell |
676
-150
| -18% | -$14.2K | 0.05% | 117 |
|
|
2014
Q2 | $83K | Buy |
826
+86
| +12% | +$8.64K | 0.07% | 104 |
|
|
2014
Q1 | $72K | Buy |
+740
| New | +$72K | 0.06% | 103 |
|