BWA
BDO Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.36M | Buy |
22,027
+6,560
| +42% | +$704K | 0.27% | 80 |
|
|
2023
Q1 | $1.7M | Sell |
15,467
-585
| -4% | -$64.2K | 0.21% | 95 |
|
|
2022
Q4 | $1.77M | Sell |
16,052
-496
| -3% | -$54.7K | 0.22% | 96 |
|
|
2022
Q3 | $1.45M | Sell |
16,548
-45
| -0.3% | -$3.93K | 0.19% | 103 |
|
|
2022
Q2 | $1.42M | Sell |
16,593
-1,340
| -7% | -$115K | 0.17% | 107 |
|
|
2022
Q1 | $1.48M | Buy |
17,933
+6,272
| +54% | +$518K | 0.16% | 110 |
|
|
2021
Q4 | $714K | Sell |
11,661
-650
| -5% | -$39.8K | 0.08% | 157 |
|
|
2021
Q3 | $724K | Sell |
12,311
-2,289
| -16% | -$135K | 0.08% | 157 |
|
|
2021
Q2 | $921K | Sell |
14,600
-3,570
| -20% | -$225K | 0.1% | 136 |
|
|
2021
Q1 | $1.01M | Buy |
18,170
+7,463
| +70% | +$416K | 0.12% | 127 |
|
|
2020
Q4 | $441K | Sell |
10,707
-259
| -2% | -$10.7K | 0.06% | 154 |
|
|
2020
Q3 | $376K | Sell |
10,966
-814
| -7% | -$27.9K | 0.06% | 153 |
|
|
2020
Q2 | $527K | Buy |
11,780
+30
| +0.3% | +$1.34K | 0.09% | 127 |
|
|
2020
Q1 | $446K | Buy |
11,750
+3,441
| +41% | +$131K | 0.09% | 126 |
|
|
2019
Q4 | $580K | Sell |
8,309
-402
| -5% | -$28.1K | 0.15% | 107 |
|
|
2019
Q3 | $615K | Sell |
8,711
-91
| -1% | -$6.43K | 0.16% | 105 |
|
|
2019
Q2 | $674K | Buy |
8,802
+714
| +9% | +$54.7K | 0.18% | 95 |
|
|
2019
Q1 | $654K | Buy |
8,088
+83
| +1% | +$6.71K | 0.19% | 96 |
|
|
2018
Q4 | $546K | Sell |
8,005
-1,142
| -12% | -$77.9K | 0.19% | 95 |
|
|
2018
Q3 | $778K | Sell |
9,147
-3,546
| -28% | -$302K | 0.25% | 75 |
|
|
2018
Q2 | $1.05M | Buy |
12,693
+3,451
| +37% | +$285K | 0.36% | 54 |
|
|
2018
Q1 | $690K | Buy |
9,242
+2,089
| +29% | +$156K | 0.26% | 75 |
|
|
2017
Q4 | $598K | Buy |
7,153
+316
| +5% | +$26.4K | 0.27% | 70 |
|
|
2017
Q3 | $560K | Sell |
6,837
-3,859
| -36% | -$316K | 0.28% | 64 |
|
|
2017
Q2 | $864K | Buy |
+10,696
| New | +$864K | 0.38% | 48 |
|