BWM
Birchcreek Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Sell |
4,842
-319
| -6% | -$34.4K | 0.3% | 60 |
|
|
2025
Q1 | $614K | Buy |
5,161
+329
| +7% | +$39.1K | 0.39% | 50 |
|
|
2024
Q4 | $520K | Sell |
4,832
-400
| -8% | -$43K | 0.33% | 57 |
|
|
2024
Q3 | $613K | Sell |
5,232
-381
| -7% | -$44.7K | 0.4% | 48 |
|
|
2024
Q2 | $646K | Sell |
5,613
-323
| -5% | -$37.2K | 0.36% | 63 |
|
|
2024
Q1 | $690K | Hold |
5,936
| – | – | 0.36% | 64 |
|
|
2023
Q4 | $593K | Buy |
5,936
+737
| +14% | +$73.7K | 0.35% | 69 |
|
|
2023
Q3 | $611K | Sell |
5,199
-551
| -10% | -$64.8K | 0.41% | 60 |
|
|
2023
Q2 | $617K | Sell |
5,750
-635
| -10% | -$68.1K | 0.43% | 62 |
|
|
2023
Q1 | $700K | Buy |
6,385
+879
| +16% | +$96.4K | 0.55% | 46 |
|
|
2022
Q4 | $607K | Sell |
5,506
-200
| -4% | -$22.1K | 0.54% | 53 |
|
|
2022
Q3 | $498K | Buy |
5,706
+2,060
| +57% | +$180K | 0.46% | 59 |
|
|
2022
Q2 | $312K | Sell |
3,646
-1,005
| -22% | -$86K | 0.28% | 84 |
|
|
2022
Q1 | $384K | Sell |
4,651
-68
| -1% | -$5.61K | 0.34% | 67 |
|
|
2021
Q4 | $289K | Buy |
4,719
+482
| +11% | +$29.5K | 0.25% | 90 |
|
|
2021
Q3 | $249K | Hold |
4,237
| – | – | 0.23% | 95 |
|
|
2021
Q2 | $267K | Buy |
4,237
+139
| +3% | +$8.76K | 0.26% | 89 |
|
|
2021
Q1 | $229K | Buy |
4,098
+491
| +14% | +$27.4K | 0.24% | 100 |
|
|
2020
Q4 | $148K | Buy |
+3,607
| New | +$148K | 0.15% | 118 |
|