BWCS
Beirne Wealth Consulting Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
10,829
| – | – | 0.38% | 41 |
|
|
2025
Q1 | $1.29M | Hold |
10,829
| – | – | 0.46% | 38 |
|
|
2024
Q4 | $1.16M | Sell |
10,829
-196
| -2% | -$21.1K | 0.42% | 40 |
|
|
2024
Q3 | $1.29M | Hold |
11,025
| – | – | 0.45% | 39 |
|
|
2024
Q2 | $1.27M | Buy |
11,025
+552
| +5% | +$63.5K | 0.51% | 37 |
|
|
2024
Q1 | $1.22M | Sell |
10,473
-1,766
| -14% | -$205K | 0.52% | 35 |
|
|
2023
Q4 | $1.22M | Buy |
12,239
+1,596
| +15% | +$160K | 0.61% | 33 |
|
|
2023
Q3 | $1.14M | Hold |
10,643
| – | – | 0.91% | 19 |
|
|
2023
Q2 | $1.14M | Hold |
10,643
| – | – | 0.91% | 19 |
|
|
2023
Q1 | $1.17M | Sell |
10,643
-761
| -7% | -$83.5K | 0.82% | 22 |
|
|
2022
Q4 | $1.26M | Hold |
11,404
| – | – | 0.62% | 25 |
|
|
2022
Q3 | $996K | Sell |
11,404
-44
| -0.4% | -$3.84K | 0.38% | 36 |
|
|
2022
Q2 | $980K | Hold |
11,448
| – | – | 0.64% | 29 |
|
|
2022
Q1 | $945K | Hold |
11,448
| – | – | 0.53% | 43 |
|
|
2021
Q4 | $700K | Buy |
11,448
+800
| +8% | +$48.9K | 0.38% | 42 |
|
|
2021
Q3 | $626K | Sell |
10,648
-800
| -7% | -$47K | 0.36% | 45 |
|
|
2021
Q2 | $720K | Sell |
11,448
-200
| -2% | -$12.6K | 0.4% | 43 |
|
|
2021
Q1 | $650K | Buy |
11,648
+92
| +0.8% | +$5.13K | 0.38% | 42 |
|
|
2020
Q4 | $476K | Sell |
11,556
-18
| -0.2% | -$741 | 0.24% | 76 |
|
|
2020
Q3 | $397K | Sell |
11,574
-74
| -0.6% | -$2.54K | 0.23% | 76 |
|
|
2020
Q2 | $521K | Sell |
11,648
-930
| -7% | -$41.6K | 0.42% | 38 |
|
|
2020
Q1 | $478K | Buy |
12,578
+617
| +5% | +$23.4K | 0.52% | 35 |
|
|
2019
Q4 | $835K | Sell |
11,961
-8,401
| -41% | -$586K | 0.74% | 30 |
|
|
2019
Q3 | $1.44M | Sell |
20,362
-962
| -5% | -$67.9K | 1.2% | 25 |
|
|
2019
Q2 | $1.63M | Sell |
21,324
-2,013
| -9% | -$154K | 1.47% | 19 |
|
|
2019
Q1 | $1.89M | Buy |
23,337
+24
| +0.1% | +$1.94K | 1.48% | 17 |
|
|
2018
Q4 | $1.59M | Buy |
+23,313
| New | +$1.59M | 1.35% | 18 |
|