BWM
BCS Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
24,731
+9,656
| +64% | +$1.04M | 0.57% | 43 |
|
|
2025
Q1 | $1.79M | Sell |
15,075
-1,621
| -10% | -$193K | 0.46% | 56 |
|
|
2024
Q4 | $1.8M | Sell |
16,696
-14
| -0.1% | -$1.51K | 0.45% | 59 |
|
|
2024
Q3 | $1.96M | Buy |
16,710
+1,644
| +11% | +$193K | 0.83% | 32 |
|
|
2024
Q2 | $1.73M | Buy |
15,066
+111
| +0.7% | +$12.8K | 0.84% | 35 |
|
|
2024
Q1 | $1.74M | Hold |
14,955
| – | – | 0.56% | 49 |
|
|
2023
Q4 | $1.5M | Sell |
14,955
-100
| -0.7% | -$10K | 0.55% | 49 |
|
|
2023
Q3 | $1.77M | Buy |
15,055
+604
| +4% | +$71K | 0.74% | 38 |
|
|
2023
Q2 | $1.55M | Buy |
14,451
+10,417
| +258% | +$1.12M | 1.13% | 27 |
|
|
2023
Q1 | $442K | Sell |
4,034
-10,500
| -72% | -$1.15M | 0.2% | 96 |
|
|
2022
Q4 | $1.6M | Buy |
14,534
+3
| +0% | +$331 | 0.67% | 37 |
|
|
2022
Q3 | $1.27M | Sell |
14,531
-1,503
| -9% | -$131K | 0.6% | 45 |
|
|
2022
Q2 | $1.37M | Buy |
16,034
+1,503
| +10% | +$129K | 0.61% | 40 |
|
|
2022
Q1 | $1.2M | Buy |
14,531
+2,787
| +24% | +$230K | 0.5% | 47 |
|
|
2021
Q4 | $719K | Buy |
11,744
+1,494
| +15% | +$91.5K | 0.26% | 83 |
|
|
2021
Q3 | $603K | Sell |
10,250
-44
| -0.4% | -$2.59K | 0.26% | 86 |
|
|
2021
Q2 | $649K | Sell |
10,294
-302
| -3% | -$19K | 0.35% | 63 |
|
|
2021
Q1 | $592K | Sell |
10,596
-1,705
| -14% | -$95.3K | 0.28% | 73 |
|
|
2020
Q4 | $507K | Buy |
12,301
+2,151
| +21% | +$88.7K | 0.26% | 74 |
|
|
2020
Q3 | $348K | Sell |
10,150
-426
| -4% | -$14.6K | 0.2% | 92 |
|
|
2020
Q2 | $473K | Buy |
10,576
+629
| +6% | +$28.1K | 0.28% | 69 |
|
|
2020
Q1 | $378K | Buy |
+9,947
| New | +$378K | 0.26% | 70 |
|