CWM
Campbell Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.8M | Buy |
44,587
+3,146
| +8% | +$338K | 0.43% | 16 |
|
|
2024
Q3 | $4.86M | Sell |
41,441
-2,988
| -7% | -$350K | 0.43% | 18 |
|
|
2024
Q2 | $5.12M | Sell |
44,429
-309
| -0.7% | -$35.6K | 1.65% | 9 |
|
|
2024
Q1 | $5.2M | Buy |
44,738
+943
| +2% | +$110K | 0.52% | 17 |
|
|
2023
Q4 | $4.38M | Buy |
43,795
+600
| +1% | +$60K | 0.52% | 18 |
|
|
2023
Q3 | $5.08M | Buy |
43,195
+144
| +0.3% | +$16.9K | 0.62% | 19 |
|
|
2023
Q2 | $4.62M | Hold |
43,051
| – | – | 0.59% | 17 |
|
|
2023
Q1 | $4.72M | Buy |
43,051
+35,092
| +441% | +$3.85M | 0.59% | 19 |
|
|
2022
Q4 | $878K | Buy |
7,959
+7
| +0.1% | +$772 | 0.12% | 27 |
|
|
2022
Q3 | $694K | Buy |
7,952
+1,579
| +25% | +$138K | 0.1% | 30 |
|
|
2022
Q2 | $546K | Sell |
6,373
-5,326
| -46% | -$456K | 0.08% | 25 |
|
|
2022
Q1 | $966K | Sell |
11,699
-6,017
| -34% | -$497K | 0.12% | 21 |
|
|
2021
Q4 | $1.08M | Sell |
17,716
-204
| -1% | -$12.5K | 0.12% | 20 |
|
|
2021
Q3 | $1.05M | Sell |
17,920
-2,592
| -13% | -$152K | 0.14% | 19 |
|
|
2021
Q2 | $1.29M | Buy |
20,512
+20
| +0.1% | +$1.26K | 0.18% | 18 |
|
|
2021
Q1 | $1.14M | Sell |
20,492
-3,724
| -15% | -$208K | 0.16% | 19 |
|
|
2020
Q4 | $998K | Sell |
24,216
-776
| -3% | -$32K | 0.15% | 20 |
|
|
2020
Q3 | $858K | Sell |
24,992
-100
| -0.4% | -$3.43K | 0.14% | 21 |
|
|
2020
Q2 | $1.12M | Sell |
25,092
-905
| -3% | -$40.5K | 0.2% | 20 |
|
|
2020
Q1 | $987K | Sell |
25,997
-140
| -0.5% | -$5.32K | 0.22% | 19 |
|
|
2019
Q4 | $1.82M | Sell |
26,137
-129
| -0.5% | -$9K | 0.37% | 16 |
|
|
2019
Q3 | $1.86M | Buy |
26,266
+756
| +3% | +$53.4K | 0.41% | 16 |
|
|
2019
Q2 | $1.96M | Sell |
25,510
-3,116
| -11% | -$239K | 0.47% | 16 |
|
|
2019
Q1 | $2.31M | Sell |
28,626
-65
| -0.2% | -$5.25K | 0.62% | 14 |
|
|
2018
Q4 | $1.96M | Buy |
+28,691
| New | +$1.96M | 0.6% | 15 |
|