BHWA
Beacon Harbor Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Sell |
57,200
-3,810
| -6% | -$411K | 1.54% | 32 |
|
|
2025
Q1 | $7.26M | Sell |
61,010
-462
| -0.8% | -$54.9K | 1.69% | 22 |
|
|
2024
Q4 | $6.61M | Buy |
61,472
+2,185
| +4% | +$235K | 1.54% | 26 |
|
|
2024
Q3 | $6.95M | Buy |
59,287
+1,005
| +2% | +$118K | 1.65% | 26 |
|
|
2024
Q2 | $6.71M | Buy |
58,282
+691
| +1% | +$79.5K | 1.75% | 20 |
|
|
2024
Q1 | $6.69M | Buy |
57,591
+1,842
| +3% | +$214K | 1.77% | 18 |
|
|
2023
Q4 | $5.57M | Buy |
55,749
+1,265
| +2% | +$126K | 1.62% | 28 |
|
|
2023
Q3 | $6.41M | Sell |
54,484
-1,688
| -3% | -$198K | 2.13% | 10 |
|
|
2023
Q2 | $6.02M | Sell |
56,172
-396
| -0.7% | -$42.5K | 1.97% | 11 |
|
|
2023
Q1 | $6.2M | Sell |
56,568
-13,810
| -20% | -$1.51M | 2.17% | 11 |
|
|
2022
Q4 | $7.76M | Buy |
+70,378
| New | +$7.76M | 2.64% | 8 |
|
|
2022
Q2 | $6.43M | Sell |
75,130
-10,578
| -12% | -$906K | 2.27% | 12 |
|
|
2022
Q1 | $7.08M | Buy |
85,708
+17,748
| +26% | +$1.47M | 2.31% | 11 |
|
|
2021
Q4 | $4.16M | Sell |
67,960
-25,444
| -27% | -$1.56M | 1.38% | 34 |
|
|
2021
Q3 | $5.49M | Buy |
93,404
+324
| +0.3% | +$19.1K | 1.95% | 11 |
|
|
2021
Q2 | $5.87M | Buy |
93,080
+2,696
| +3% | +$170K | 2.11% | 9 |
|
|
2021
Q1 | $5.05M | Buy |
90,384
+30,035
| +50% | +$1.68M | 2.01% | 10 |
|
|
2020
Q4 | $2.49M | Buy |
60,349
+4,586
| +8% | +$189K | 1.02% | 44 |
|
|
2020
Q3 | $1.91M | Buy |
55,763
+3,770
| +7% | +$129K | 0.93% | 39 |
|
|
2020
Q2 | $2.33M | Buy |
51,993
+2,535
| +5% | +$113K | 1.34% | 35 |
|
|
2020
Q1 | $1.88M | Buy |
49,458
+33,530
| +211% | +$1.27M | 1.42% | 33 |
|
|
2019
Q4 | $1.11M | Sell |
15,928
-12,562
| -44% | -$876K | 0.66% | 46 |
|
|
2019
Q3 | $1.98M | Buy |
28,490
+1,267
| +5% | +$88K | 1.27% | 39 |
|
|
2019
Q2 | $2.09M | Buy |
+27,223
| New | +$2.09M | 1.91% | 17 |
|