BWP
Baldwin Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
131,833
-4,925
| -4% | -$531K | 0.97% | 29 |
|
|
2025
Q1 | $16.3M | Sell |
136,758
-616
| -0.4% | -$73.3K | 1.14% | 29 |
|
|
2024
Q4 | $14.8M | Sell |
137,374
-1,487
| -1% | -$160K | 1.02% | 31 |
|
|
2024
Q3 | $16.3M | Sell |
138,861
-19,524
| -12% | -$2.29M | 1.11% | 24 |
|
|
2024
Q2 | $18.2M | Sell |
158,385
-1,202
| -0.8% | -$138K | 1.42% | 20 |
|
|
2024
Q1 | $18.6M | Sell |
159,587
-6,613
| -4% | -$769K | 1.4% | 21 |
|
|
2023
Q4 | $16.6M | Sell |
166,200
-6,822
| -4% | -$682K | 1.31% | 22 |
|
|
2023
Q3 | $20.3M | Sell |
173,022
-575
| -0.3% | -$67.6K | 1.75% | 12 |
|
|
2023
Q2 | $18.6M | Sell |
173,597
-2,865
| -2% | -$307K | 1.53% | 19 |
|
|
2023
Q1 | $19.4M | Sell |
176,462
-13,290
| -7% | -$1.46M | 1.69% | 14 |
|
|
2022
Q4 | $20.9M | Buy |
189,752
+150,629
| +385% | +$16.6M | 1.9% | 11 |
|
|
2022
Q3 | $3.42M | Sell |
39,123
-200
| -0.5% | -$17.5K | 0.47% | 44 |
|
|
2022
Q2 | $3.37M | Sell |
39,323
-337
| -0.8% | -$28.9K | 0.44% | 44 |
|
|
2022
Q1 | $3.28M | Buy |
39,660
+115
| +0.3% | +$9.5K | 0.35% | 46 |
|
|
2021
Q4 | $2.42M | Sell |
39,545
-63
| -0.2% | -$3.86K | 0.24% | 54 |
|
|
2021
Q3 | $2.33M | Hold |
39,608
| – | – | 0.26% | 53 |
|
|
2021
Q2 | $2.5M | Buy |
39,608
+1,263
| +3% | +$79.7K | 0.27% | 52 |
|
|
2021
Q1 | $2.14M | Sell |
38,345
-5,112
| -12% | -$285K | 0.25% | 53 |
|
|
2020
Q4 | $1.79M | Sell |
43,457
-1,037
| -2% | -$42.7K | 0.23% | 61 |
|
|
2020
Q3 | $1.53M | Sell |
44,494
-13,430
| -23% | -$461K | 0.21% | 65 |
|
|
2020
Q2 | $2.59M | Sell |
57,924
-209
| -0.4% | -$9.35K | 0.38% | 55 |
|
|
2020
Q1 | $2.21M | Sell |
58,133
-10,504
| -15% | -$399K | 0.39% | 56 |
|
|
2019
Q4 | $4.79M | Sell |
68,637
-904
| -1% | -$63.1K | 0.67% | 47 |
|
|
2019
Q3 | $4.91M | Sell |
69,541
-150
| -0.2% | -$10.6K | 0.74% | 44 |
|
|
2019
Q2 | $5.34M | Sell |
69,691
-12,767
| -15% | -$978K | 0.79% | 40 |
|
|
2019
Q1 | $6.66M | Sell |
82,458
-3,033
| -4% | -$245K | 0.99% | 34 |
|
|
2018
Q4 | $5.83M | Sell |
85,491
-11,789
| -12% | -$804K | 0.98% | 33 |
|
|
2018
Q3 | $8.27M | Sell |
97,280
-4,446
| -4% | -$378K | 1.16% | 29 |
|
|
2018
Q2 | $8.42M | Sell |
101,726
-512
| -0.5% | -$42.4K | 1.31% | 26 |
|
|
2018
Q1 | $7.63M | Sell |
102,238
-556
| -0.5% | -$41.5K | 1.23% | 29 |
|
|
2017
Q4 | $8.6M | Buy |
102,794
+404
| +0.4% | +$33.8K | 1.34% | 25 |
|
|
2017
Q3 | $8.39M | Sell |
102,390
-2,549
| -2% | -$209K | 1.35% | 25 |
|
|
2017
Q2 | $8.47M | Buy |
104,939
+13,206
| +14% | +$1.07M | 1.36% | 26 |
|
|
2017
Q1 | $7.52M | Sell |
91,733
-9,835
| -10% | -$807K | 1.24% | 30 |
|
|
2016
Q4 | $9.17M | Buy |
101,568
+331
| +0.3% | +$29.9K | 1.66% | 24 |
|
|
2016
Q3 | $8.84M | Sell |
101,237
-1,692
| -2% | -$148K | 1.6% | 21 |
|
|
2016
Q2 | $9.65M | Sell |
102,929
-313
| -0.3% | -$29.3K | 1.99% | 17 |
|
|
2016
Q1 | $8.63M | Buy |
103,242
+50,694
| +96% | +$4.24M | 1.55% | 20 |
|
|
2015
Q4 | $4.1M | Sell |
52,548
-9,369
| -15% | -$730K | 0.67% | 45 |
|
|
2015
Q3 | $4.6M | Buy |
61,917
+534
| +0.9% | +$39.7K | 0.78% | 39 |
|
|
2015
Q2 | $5.11M | Sell |
61,383
-2,413
| -4% | -$201K | 0.76% | 42 |
|
|
2015
Q1 | $5.42M | Sell |
63,796
-8,984
| -12% | -$764K | 0.8% | 38 |
|
|
2014
Q4 | $6.73M | Buy |
72,780
+1,662
| +2% | +$154K | 0.97% | 35 |
|
|
2014
Q3 | $6.69M | Sell |
71,118
-1,315
| -2% | -$124K | 0.95% | 35 |
|
|
2014
Q2 | $7.29M | Buy |
72,433
+3,702
| +5% | +$373K | 1.08% | 32 |
|
|
2014
Q1 | $6.71M | Sell |
68,731
-1,450
| -2% | -$142K | 1.08% | 33 |
|
|
2013
Q4 | $7.1M | Buy |
70,181
+6,218
| +10% | +$629K | 1.14% | 32 |
|
|
2013
Q3 | $5.5M | Sell |
63,963
-3,883
| -6% | -$334K | 1.01% | 36 |
|
|
2013
Q2 | $6.13M | Buy |
+67,846
| New | +$6.13M | 1.21% | 25 |
|