BWFA
Baltimore-Washington Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
12,387
+1,020
| +9% | +$110K | 0.06% | 86 |
|
|
2025
Q1 | $1.35M | Sell |
11,367
-77
| -0.7% | -$9.16K | 0.07% | 81 |
|
|
2024
Q4 | $1.23M | Sell |
11,444
-17
| -0.1% | -$1.83K | 0.06% | 89 |
|
|
2024
Q3 | $1.34M | Buy |
11,461
+235
| +2% | +$27.5K | 0.07% | 86 |
|
|
2024
Q2 | $1.29M | Buy |
11,226
+162
| +1% | +$18.7K | 0.07% | 87 |
|
|
2024
Q1 | $1.29M | Sell |
11,064
-98
| -0.9% | -$11.4K | 0.08% | 87 |
|
|
2023
Q4 | $1.12M | Sell |
11,162
-186
| -2% | -$18.6K | 0.08% | 93 |
|
|
2023
Q3 | $1.33M | Buy |
11,348
+39
| +0.3% | +$4.59K | 0.11% | 91 |
|
|
2023
Q2 | $1.21M | Sell |
11,309
-1,230
| -10% | -$132K | 0.1% | 93 |
|
|
2023
Q1 | $1.38M | Sell |
12,539
-681
| -5% | -$74.7K | 0.12% | 96 |
|
|
2022
Q4 | $1.46M | Buy |
13,220
+26
| +0.2% | +$2.87K | 0.14% | 89 |
|
|
2022
Q3 | $1.15M | Sell |
13,194
-633
| -5% | -$55.2K | 0.1% | 93 |
|
|
2022
Q2 | $1.18M | Sell |
13,827
-76
| -0.5% | -$6.51K | 0.13% | 84 |
|
|
2022
Q1 | $783K | Buy |
13,903
+128
| +0.9% | +$7.21K | 0.08% | 103 |
|
|
2021
Q4 | $842K | Buy |
13,775
+721
| +6% | +$44.1K | 0.07% | 92 |
|
|
2021
Q3 | $767K | Buy |
13,054
+24
| +0.2% | +$1.41K | 0.07% | 93 |
|
|
2021
Q2 | $821K | Sell |
13,030
-860
| -6% | -$54.2K | 0.08% | 93 |
|
|
2021
Q1 | $775K | Buy |
13,890
+453
| +3% | +$25.3K | 0.08% | 91 |
|
|
2020
Q4 | $553K | Sell |
13,437
-483
| -3% | -$19.9K | 0.06% | 93 |
|
|
2020
Q3 | $477K | Buy |
13,920
+6,138
| +79% | +$210K | 0.06% | 89 |
|
|
2020
Q2 | $1.18M | Sell |
7,782
-18,666
| -71% | -$2.84M | 0.16% | 84 |
|
|
2020
Q1 | $1M | Buy |
26,448
+887
| +3% | +$33.7K | 0.18% | 83 |
|
|
2019
Q4 | $1.78M | Buy |
25,561
+253
| +1% | +$17.6K | 0.26% | 78 |
|
|
2019
Q3 | $1.79M | Sell |
25,308
-298
| -1% | -$21K | 0.29% | 76 |
|
|
2019
Q2 | $1.96M | Sell |
25,606
-589
| -2% | -$45.1K | 0.33% | 71 |
|
|
2019
Q1 | $2.12M | Sell |
26,195
-1,448
| -5% | -$117K | 0.37% | 68 |
|
|
2018
Q4 | $1.88M | Sell |
27,643
-172
| -0.6% | -$11.7K | 0.39% | 65 |
|
|
2018
Q3 | $2.36M | Buy |
27,815
+9,692
| +53% | +$824K | 0.43% | 61 |
|
|
2018
Q2 | $1.5M | Sell |
18,123
-426
| -2% | -$35.2K | 0.3% | 67 |
|
|
2018
Q1 | $1.38M | Buy |
18,549
+1,113
| +6% | +$83K | 0.3% | 63 |
|
|
2017
Q4 | $1.46M | Buy |
17,436
+2,223
| +15% | +$186K | 0.31% | 65 |
|
|
2017
Q3 | $1.25M | Sell |
15,213
-1,366
| -8% | -$112K | 0.28% | 65 |
|
|
2017
Q2 | $1.34M | Sell |
16,579
-2,557
| -13% | -$206K | 0.32% | 63 |
|
|
2017
Q1 | $1.57M | Sell |
19,136
-1,524
| -7% | -$125K | 0.4% | 60 |
|
|
2016
Q4 | $1.86M | Buy |
20,660
+202
| +1% | +$18.2K | 0.51% | 58 |
|
|
2016
Q3 | $1.79M | Buy |
20,458
+68
| +0.3% | +$5.94K | 0.51% | 60 |
|
|
2016
Q2 | $1.91M | Buy |
20,390
+30
| +0.1% | +$2.81K | 0.57% | 61 |
|
|
2016
Q1 | $1.7M | Sell |
20,360
-505
| -2% | -$42.2K | 0.52% | 63 |
|
|
2015
Q4 | $1.63M | Sell |
20,865
-692
| -3% | -$53.9K | 0.51% | 67 |
|
|
2015
Q3 | $1.6M | Sell |
21,557
-1,144
| -5% | -$85K | 0.51% | 71 |
|
|
2015
Q2 | $1.89M | Buy |
22,701
+250
| +1% | +$20.8K | 0.56% | 68 |
|
|
2015
Q1 | $1.91M | Sell |
22,451
-1,174
| -5% | -$99.8K | 0.56% | 68 |
|
|
2014
Q4 | $2.18M | Buy |
23,625
+495
| +2% | +$45.8K | 0.65% | 64 |
|
|
2014
Q3 | $2.18M | Sell |
23,130
-390
| -2% | -$36.7K | 0.7% | 62 |
|
|
2014
Q2 | $2.37M | Buy |
23,520
+375
| +2% | +$37.8K | 0.74% | 58 |
|
|
2014
Q1 | $2.26M | Sell |
23,145
-1,131
| -5% | -$110K | 0.77% | 57 |
|
|
2013
Q4 | $2.46M | Buy |
24,276
+1,696
| +8% | +$172K | 0.83% | 57 |
|
|
2013
Q3 | $1.94M | Buy |
22,580
+620
| +3% | +$53.4K | 0.77% | 57 |
|
|
2013
Q2 | $1.98M | Buy |
+21,960
| New | +$1.98M | 0.86% | 55 |
|