BRWM
B. Riley Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $47.2K | Buy |
117,145
+9,755
| +9% | +$3.93K | 0.06% | 74 |
|
|
2022
Q1 | $8.87M | Sell |
107,390
-8,129
| -7% | -$671K | 0.68% | 33 |
|
|
2021
Q4 | $7.07M | Buy |
115,519
+3,417
| +3% | +$209K | 0.49% | 49 |
|
|
2021
Q3 | $6.59M | Sell |
112,102
-1,848
| -2% | -$109K | 0.51% | 51 |
|
|
2021
Q2 | $7.19M | Buy |
113,950
+1,103
| +1% | +$69.6K | 0.8% | 35 |
|
|
2021
Q1 | $6.3M | Buy |
112,847
+4,320
| +4% | +$241K | 0.74% | 40 |
|
|
2020
Q4 | $4.47M | Sell |
108,527
-54,386
| -33% | -$2.24M | 0.58% | 45 |
|
|
2020
Q3 | $5.59M | Buy |
162,913
+33,825
| +26% | +$1.16M | 0.66% | 40 |
|
|
2020
Q2 | $5.77M | Sell |
129,088
-72,133
| -36% | -$3.23M | 0.63% | 40 |
|
|
2020
Q1 | $7.64M | Buy |
201,221
+117,631
| +141% | +$4.47M | 0.8% | 29 |
|
|
2019
Q4 | $5.83M | Buy |
83,590
+3,366
| +4% | +$235K | 0.87% | 27 |
|
|
2019
Q3 | $5.66M | Buy |
80,224
+6,155
| +8% | +$435K | 0.99% | 23 |
|
|
2019
Q2 | $5.68K | Buy |
74,069
+45,836
| +162% | +$3.51K | 0.87% | 23 |
|
|
2019
Q1 | $2.28M | Buy |
28,233
+6,603
| +31% | +$533K | 0.4% | 60 |
|
|
2018
Q4 | $1.48M | Buy |
21,630
+6,195
| +40% | +$422K | 0.31% | 71 |
|
|
2018
Q3 | $1.31M | Buy |
+15,435
| New | +$1.31M | 0.32% | 73 |
|
|
2016
Q1 | $386K | Sell |
4,618
-897
| -16% | -$75K | 0.58% | 58 |
|
|
2015
Q4 | $429K | Buy |
5,515
+221
| +4% | +$17.2K | 0.55% | 58 |
|
|
2015
Q3 | $393K | Sell |
5,294
-470
| -8% | -$34.9K | 0.56% | 57 |
|
|
2015
Q2 | $479K | Buy |
5,764
+363
| +7% | +$30.2K | 0.38% | 56 |
|
|
2015
Q1 | $459K | Buy |
5,401
+227
| +4% | +$19.3K | 0.35% | 66 |
|
|
2014
Q4 | $478K | Sell |
5,174
-1,065
| -17% | -$98.4K | 0.39% | 56 |
|
|
2014
Q3 | $586K | Buy |
6,239
+407
| +7% | +$38.2K | 0.44% | 50 |
|
|
2014
Q2 | $587K | Buy |
5,832
+284
| +5% | +$28.6K | 0.38% | 56 |
|
|
2014
Q1 | $542K | Buy |
+5,548
| New | +$542K | 0.4% | 48 |
|