BWA
Burt Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
9,672
| – | – | 0.24% | 40 |
|
|
2025
Q1 | $1.15M | Sell |
9,672
-290
| -3% | -$34.5K | 0.29% | 35 |
|
|
2024
Q4 | $1.07M | Sell |
9,962
-222
| -2% | -$23.9K | 0.27% | 39 |
|
|
2024
Q3 | $1.19M | Sell |
10,184
-1,881
| -16% | -$220K | 0.29% | 33 |
|
|
2024
Q2 | $1.39M | Sell |
12,065
-1,085
| -8% | -$125K | 0.37% | 31 |
|
|
2024
Q1 | $1.53M | Buy |
13,150
+1,225
| +10% | +$142K | 0.39% | 29 |
|
|
2023
Q4 | $1.19M | Sell |
11,925
-100
| -0.8% | -$10K | 0.34% | 33 |
|
|
2023
Q3 | $1.41M | Sell |
12,025
-463
| -4% | -$54.4K | 0.43% | 25 |
|
|
2023
Q2 | $1.34M | Sell |
12,488
-309
| -2% | -$33.1K | 0.4% | 26 |
|
|
2023
Q1 | $1.4M | Buy |
12,797
+23
| +0.2% | +$2.52K | 0.44% | 24 |
|
|
2022
Q4 | $1.41M | Buy |
12,774
+177
| +1% | +$19.5K | 0.47% | 23 |
|
|
2022
Q3 | $1.1M | Sell |
12,597
-171
| -1% | -$14.9K | 0.44% | 18 |
|
|
2022
Q2 | $1.09M | Sell |
12,768
-300
| -2% | -$25.7K | 0.38% | 21 |
|
|
2022
Q1 | $1.08M | Sell |
13,068
-637
| -5% | -$52.6K | 0.32% | 25 |
|
|
2021
Q4 | $839K | Buy |
13,705
+352
| +3% | +$21.5K | 0.27% | 34 |
|
|
2021
Q3 | $785K | Buy |
13,353
+2,644
| +25% | +$155K | 0.25% | 34 |
|
|
2021
Q2 | $676K | Buy |
10,709
+731
| +7% | +$46.1K | 0.24% | 35 |
|
|
2021
Q1 | $557K | Sell |
9,978
-185
| -2% | -$10.3K | 0.21% | 44 |
|
|
2020
Q4 | $419K | Sell |
10,163
-70
| -0.7% | -$2.89K | 0.14% | 51 |
|
|
2020
Q3 | $351K | Sell |
10,233
-840
| -8% | -$28.8K | 0.13% | 55 |
|
|
2020
Q2 | $495K | Sell |
11,073
-863
| -7% | -$38.6K | 0.2% | 39 |
|
|
2020
Q1 | $453K | Sell |
11,936
-504
| -4% | -$19.1K | 0.2% | 39 |
|
|
2019
Q4 | $868K | Sell |
12,440
-200
| -2% | -$14K | 0.34% | 27 |
|
|
2019
Q3 | $893K | Sell |
12,640
-657
| -5% | -$46.4K | 0.37% | 23 |
|
|
2019
Q2 | $1.02M | Sell |
13,297
-475
| -3% | -$36.4K | 0.45% | 21 |
|
|
2019
Q1 | $1.11M | Buy |
13,772
+1,762
| +15% | +$142K | 0.5% | 20 |
|
|
2018
Q4 | $819K | Buy |
12,010
+596
| +5% | +$40.6K | 0.39% | 33 |
|
|
2018
Q3 | $970K | Sell |
11,414
-400
| -3% | -$34K | 0.44% | 20 |
|
|
2018
Q2 | $977K | Sell |
11,814
-144
| -1% | -$11.9K | 0.47% | 20 |
|
|
2018
Q1 | $892K | Sell |
11,958
-100
| -0.8% | -$7.46K | 0.45% | 22 |
|
|
2017
Q4 | $1.01M | Buy |
12,058
+430
| +4% | +$36K | 0.63% | 15 |
|
|
2017
Q3 | $953K | Sell |
11,628
-954
| -8% | -$78.2K | 0.62% | 14 |
|
|
2017
Q2 | $1.02M | Buy |
12,582
+1,088
| +9% | +$87.8K | 0.7% | 14 |
|
|
2017
Q1 | $943K | Sell |
11,494
-1,381
| -11% | -$113K | 0.68% | 17 |
|
|
2016
Q4 | $1.16M | Sell |
12,875
-440
| -3% | -$39.7K | 1.04% | 15 |
|
|
2016
Q3 | $1.16M | Sell |
13,315
-500
| -4% | -$43.6K | 1.24% | 11 |
|
|
2016
Q2 | $1.3M | Sell |
13,815
-1,050
| -7% | -$98.4K | 1.44% | 9 |
|
|
2016
Q1 | $1.24M | Buy |
14,865
+750
| +5% | +$62.7K | 1.13% | 10 |
|
|
2015
Q4 | $1.1M | Sell |
14,115
-1,500
| -10% | -$117K | 0.88% | 19 |
|
|
2015
Q3 | $1.16M | Buy |
15,615
+1,700
| +12% | +$126K | 1.44% | 10 |
|
|
2015
Q2 | $1.16M | Sell |
13,915
-175
| -1% | -$14.6K | 1.26% | 11 |
|
|
2015
Q1 | $1.2M | Sell |
14,090
-50
| -0.4% | -$4.25K | 1.22% | 8 |
|
|
2014
Q4 | $1.32M | Buy |
+14,140
| New | +$1.32M | 1.4% | 10 |
|