CWM
Cedar Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29K | Hold |
12
| – | – | ﹤0.01% | 221 |
|
|
2025
Q1 | $1.43K | Hold |
12
| – | – | ﹤0.01% | 182 |
|
|
2024
Q4 | $1.29K | Sell |
12
-1,499
| -99% | -$161K | ﹤0.01% | 183 |
|
|
2024
Q3 | $177K | Sell |
1,511
-234
| -13% | -$27.4K | 0.06% | 109 |
|
|
2024
Q2 | $201K | Buy |
1,745
+111
| +7% | +$12.8K | 0.07% | 102 |
|
|
2024
Q1 | $190K | Hold |
1,634
| – | – | 0.06% | 112 |
|
|
2023
Q4 | $163K | Buy |
1,634
+100
| +7% | +$10K | 0.06% | 112 |
|
|
2023
Q3 | $180K | Buy |
1,534
+100
| +7% | +$11.8K | 0.07% | 108 |
|
|
2023
Q2 | $154K | Hold |
1,434
| – | – | 0.06% | 113 |
|
|
2023
Q1 | $157K | Hold |
1,434
| – | – | 0.06% | 106 |
|
|
2022
Q4 | $158K | Hold |
1,434
| – | – | 0.08% | 98 |
|
|
2022
Q3 | $125K | Hold |
1,434
| – | – | 0.06% | 115 |
|
|
2022
Q2 | $123K | Hold |
1,434
| – | – | 0.06% | 128 |
|
|
2022
Q1 | $118K | Sell |
1,434
-11,771
| -89% | -$969K | 0.05% | 137 |
|
|
2021
Q4 | $808K | Buy |
13,205
+1,471
| +13% | +$90K | 0.33% | 61 |
|
|
2021
Q3 | $690K | Buy |
11,734
+671
| +6% | +$39.5K | 0.31% | 62 |
|
|
2021
Q2 | $698K | Hold |
11,063
| – | – | 0.31% | 63 |
|
|
2021
Q1 | $618K | Hold |
11,063
| – | – | 0.31% | 59 |
|
|
2020
Q4 | $456K | Buy |
11,063
+7,000
| +172% | +$289K | 0.24% | 67 |
|
|
2020
Q3 | $139K | Buy |
4,063
+470
| +13% | +$16.1K | 0.09% | 100 |
|
|
2020
Q2 | $161K | Buy |
3,593
+2,200
| +158% | +$98.6K | 0.11% | 90 |
|
|
2020
Q1 | $53K | Buy |
+1,393
| New | +$53K | 0.04% | 123 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$9K | – | 183 |
|
|
2018
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 130 |
|
|
2018
Q2 | $8K | Sell |
100
-82
| -45% | -$6.56K | ﹤0.01% | 136 |
|
|
2018
Q1 | $14K | Buy |
182
+100
| +122% | +$7.69K | 0.01% | 101 |
|
|
2017
Q4 | $7K | Sell |
82
-2,016
| -96% | -$172K | ﹤0.01% | 109 |
|
|
2017
Q3 | $172K | Hold |
2,098
| – | – | 0.1% | 62 |
|
|
2017
Q2 | $169K | Sell |
2,098
-156
| -7% | -$12.6K | 0.11% | 61 |
|
|
2017
Q1 | $185K | Hold |
2,254
| – | – | 0.11% | 56 |
|
|
2016
Q4 | $203K | Hold |
2,254
| – | – | 0.14% | 49 |
|
|
2016
Q3 | $197K | Hold |
2,254
| – | – | 0.14% | 36 |
|
|
2016
Q2 | $211K | Hold |
2,254
| – | – | 0.13% | 43 |
|
|
2016
Q1 | $188K | Hold |
2,254
| – | – | 0.13% | 27 |
|
|
2015
Q4 | $176K | Buy |
+2,254
| New | +$176K | 0.15% | 13 |
|