BTWM
Baker Tilly Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
16,437
+2,433
| +17% | +$262K | 0.63% | 31 |
|
|
2025
Q1 | $1.67M | Buy |
14,004
+2,624
| +23% | +$312K | 0.65% | 25 |
|
|
2024
Q4 | $1.22M | Sell |
11,380
-720
| -6% | -$77.4K | 0.48% | 43 |
|
|
2024
Q3 | $1.42M | Sell |
12,100
-6,180
| -34% | -$724K | 0.63% | 26 |
|
|
2024
Q2 | $2.1M | Sell |
18,280
-1,146
| -6% | -$132K | 0.86% | 20 |
|
|
2024
Q1 | $2.26M | Sell |
19,426
-2,749
| -12% | -$320K | 0.41% | 59 |
|
|
2023
Q4 | $2.22M | Buy |
22,175
+1,262
| +6% | +$126K | 0.36% | 59 |
|
|
2023
Q3 | $2.46M | Sell |
20,913
-1,163
| -5% | -$137K | 0.41% | 53 |
|
|
2023
Q2 | $2.37M | Buy |
22,076
+86
| +0.4% | +$9.22K | 0.25% | 87 |
|
|
2023
Q1 | $2.41M | Buy |
21,990
+4,267
| +24% | +$468K | 0.27% | 80 |
|
|
2022
Q4 | $1.95M | Buy |
17,723
+4,041
| +30% | +$446K | 0.24% | 98 |
|
|
2022
Q3 | $1.2M | Sell |
13,682
-20,429
| -60% | -$1.78M | 0.16% | 131 |
|
|
2022
Q2 | $2.92M | Sell |
34,111
-3,217
| -9% | -$275K | 0.38% | 64 |
|
|
2022
Q1 | $3.08M | Sell |
37,328
-1,465
| -4% | -$121K | 0.34% | 66 |
|
|
2021
Q4 | $2.37M | Buy |
38,793
+1,798
| +5% | +$110K | 0.25% | 78 |
|
|
2021
Q3 | $2.18M | Sell |
36,995
-229
| -0.6% | -$13.5K | 0.29% | 70 |
|
|
2021
Q2 | $2.35M | Buy |
37,224
+1,287
| +4% | +$81.2K | 0.38% | 51 |
|
|
2021
Q1 | $2.01M | Sell |
35,937
-19,978
| -36% | -$1.12M | 0.41% | 59 |
|
|
2020
Q4 | $2.31M | Buy |
+55,915
| New | +$2.31M | 0.71% | 32 |
|