Burt Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $785K | Buy |
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|
2021
Q2 | $676K | Buy |
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|
2021
Q1 | $557K | Sell |
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|
2020
Q4 | $419K | Sell |
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|
2020
Q3 | $351K | Sell |
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|
2020
Q2 | $495K | Sell |
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|
2020
Q1 | $453K | Sell |
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|
2019
Q4 | $868K | Sell |
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|
2019
Q3 | $893K | Sell |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $819K | Buy |
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|
2018
Q3 | $970K | Sell |
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|
2018
Q2 | $977K | Sell |
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|
2018
Q1 | $892K | Sell |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $953K | Sell |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $943K | Sell |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.16M | Sell |
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|
2016
Q2 | $1.29M | Sell |
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|
2016
Q1 | $1.24M | Buy |
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|
2015
Q4 | $1.1M | Sell |
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|
2015
Q3 | $1.16M | Buy |
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|
2015
Q2 | $1.16M | Sell |
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|
2015
Q1 | $1.2M | Sell |
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|
2014
Q4 | $1.32M | Buy |
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