BWA
Beam Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
27,138
+1,754
| +7% | +$189K | 0.87% | 29 |
|
|
2025
Q1 | $3.02M | Buy |
25,384
+1,221
| +5% | +$145K | 1.02% | 26 |
|
|
2024
Q4 | $2.6M | Buy |
24,163
+598
| +3% | +$64.3K | 0.82% | 33 |
|
|
2024
Q3 | $2.76M | Buy |
23,565
+777
| +3% | +$91.1K | 0.84% | 28 |
|
|
2024
Q2 | $2.62M | Buy |
22,788
+11,268
| +98% | +$1.3M | 0.87% | 27 |
|
|
2024
Q1 | $1.34M | Sell |
11,520
-21
| -0.2% | -$2.44K | 0.8% | 30 |
|
|
2023
Q4 | $1.15M | Sell |
11,541
-16
| -0.1% | -$1.6K | 0.73% | 35 |
|
|
2023
Q3 | $1.36M | Buy |
11,557
+141
| +1% | +$16.6K | 0.97% | 24 |
|
|
2023
Q2 | $1.22M | Buy |
11,416
+652
| +6% | +$69.9K | 0.85% | 30 |
|
|
2023
Q1 | $1.18M | Buy |
10,764
+58
| +0.5% | +$6.36K | 1.18% | 30 |
|
|
2022
Q4 | $1.18M | Buy |
10,706
+182
| +2% | +$20.1K | 1.23% | 29 |
|
|
2022
Q3 | $919K | Buy |
10,524
+496
| +5% | +$43.3K | 1.02% | 38 |
|
|
2022
Q2 | $859K | Buy |
10,028
+36
| +0.4% | +$3.08K | 0.95% | 36 |
|
|
2022
Q1 | $825K | Buy |
9,992
+525
| +6% | +$43.3K | 0.95% | 37 |
|
|
2021
Q4 | $579K | Sell |
9,467
-738
| -7% | -$45.1K | 0.66% | 47 |
|
|
2021
Q3 | $600K | Buy |
10,205
+440
| +5% | +$25.9K | 0.51% | 62 |
|
|
2021
Q2 | $616K | Buy |
9,765
+2,836
| +41% | +$179K | 0.53% | 63 |
|
|
2021
Q1 | $387K | Buy |
6,929
+620
| +10% | +$34.6K | 0.34% | 87 |
|
|
2020
Q4 | $260K | Buy |
6,309
+113
| +2% | +$4.66K | 0.25% | 97 |
|
|
2020
Q3 | $213K | Buy |
+6,196
| New | +$213K | 0.2% | 116 |
|
|
2020
Q2 | – | Sell |
-9,447
| Closed | -$359K | – | 167 |
|
|
2020
Q1 | $359K | Sell |
9,447
-3,881
| -29% | -$147K | 0.36% | 92 |
|
|
2019
Q4 | $930K | Buy |
+13,328
| New | +$930K | 0.87% | 35 |
|