CWM
Cahaba Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Sell |
5,866
-1,606
| -21% | -$173K | 0.05% | 75 |
|
|
2025
Q1 | $889K | Buy |
7,472
+6
| +0.1% | +$714 | 0.07% | 58 |
|
|
2024
Q4 | $803K | Sell |
7,466
-509
| -6% | -$54.8K | 0.07% | 62 |
|
|
2024
Q3 | $935K | Sell |
7,975
-1,369
| -15% | -$160K | 0.08% | 55 |
|
|
2024
Q2 | $1.08M | Buy |
9,344
+318
| +4% | +$36.6K | 0.09% | 48 |
|
|
2024
Q1 | $1.05M | Sell |
9,026
-179
| -2% | -$20.8K | 0.1% | 47 |
|
|
2023
Q4 | $920K | Sell |
9,205
-456
| -5% | -$45.6K | 0.09% | 51 |
|
|
2023
Q3 | $1.14M | Buy |
9,661
+28
| +0.3% | +$3.29K | 0.13% | 44 |
|
|
2023
Q2 | $1.03M | Buy |
9,633
+2,449
| +34% | +$263K | 0.11% | 46 |
|
|
2023
Q1 | $788K | Sell |
7,184
-116
| -2% | -$12.7K | 0.09% | 53 |
|
|
2022
Q4 | $805K | Hold |
7,300
| – | – | 0.1% | 51 |
|
|
2022
Q3 | $637K | Buy |
7,300
+2,066
| +39% | +$180K | 0.09% | 58 |
|
|
2022
Q2 | $448K | Sell |
5,234
-446
| -8% | -$38.2K | 0.06% | 82 |
|
|
2022
Q1 | $484K | Sell |
5,680
-92
| -2% | -$7.84K | 0.07% | 85 |
|
|
2021
Q4 | $353K | Buy |
5,772
+223
| +4% | +$13.6K | 0.05% | 106 |
|
|
2021
Q3 | $326K | Buy |
+5,549
| New | +$326K | 0.05% | 103 |
|
|
2020
Q4 | – | Sell |
-6,035
| Closed | -$207K | – | 95 |
|
|
2020
Q3 | $207K | Buy |
+6,035
| New | +$207K | 0.04% | 72 |
|
|
2020
Q1 | – | Sell |
-5,232
| Closed | -$365K | – | 84 |
|
|
2019
Q4 | $365K | Sell |
5,232
-1,454
| -22% | -$101K | 0.08% | 62 |
|
|
2019
Q3 | $472K | Sell |
6,686
-35
| -0.5% | -$2.47K | 0.11% | 51 |
|
|
2019
Q2 | $515K | Buy |
6,721
+872
| +15% | +$66.8K | 0.13% | 50 |
|
|
2019
Q1 | $472K | Sell |
5,849
-1,340
| -19% | -$108K | 0.13% | 51 |
|
|
2018
Q4 | $490K | Buy |
7,189
+2,980
| +71% | +$203K | 0.15% | 53 |
|
|
2018
Q3 | $361K | Buy |
4,209
+321
| +8% | +$27.5K | 0.12% | 53 |
|
|
2018
Q2 | $316K | Buy |
3,888
+58
| +2% | +$4.71K | 0.11% | 53 |
|
|
2018
Q1 | $280K | Buy |
3,830
+105
| +3% | +$7.68K | 0.11% | 52 |
|
|
2017
Q4 | $311K | Buy |
3,725
+51
| +1% | +$4.26K | 0.13% | 45 |
|
|
2017
Q3 | $301K | Buy |
+3,674
| New | +$301K | 0.14% | 45 |
|