CWM
Congress Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.4M | Buy |
402,340
+54,890
| +16% | +$5.92M | 0.42% | 47 |
|
|
2025
Q1 | $41.2M | Buy |
347,450
+118,809
| +52% | +$14.1M | 0.49% | 45 |
|
|
2024
Q4 | $24.6M | Sell |
228,641
-107,969
| -32% | -$11.6M | 0.34% | 75 |
|
|
2024
Q3 | $39.5M | Buy |
336,610
+155,880
| +86% | +$18.3M | 0.53% | 41 |
|
|
2024
Q2 | $20.8M | Buy |
180,730
+134,071
| +287% | +$15.4M | 0.33% | 74 |
|
|
2024
Q1 | $5.42M | Sell |
46,659
-14,629
| -24% | -$1.7M | 0.09% | 218 |
|
|
2023
Q4 | $6.13M | Sell |
61,288
-2,739
| -4% | -$274K | 0.11% | 202 |
|
|
2023
Q3 | $7.53M | Buy |
64,027
+5,713
| +10% | +$672K | 0.16% | 173 |
|
|
2023
Q2 | $6.25M | Buy |
58,314
+9,576
| +20% | +$1.03M | 0.15% | 167 |
|
|
2023
Q1 | $5.34M | Buy |
48,738
+8,724
| +22% | +$957K | 0.13% | 182 |
|
|
2022
Q4 | $4.41M | Sell |
40,014
-1,845
| -4% | -$204K | 0.11% | 192 |
|
|
2022
Q3 | $3.66M | Buy |
41,859
+3,947
| +10% | +$345K | 0.1% | 206 |
|
|
2022
Q2 | $3.25M | Sell |
37,912
-4,963
| -12% | -$425K | 0.08% | 235 |
|
|
2022
Q1 | $3.54M | Sell |
42,875
-29,789
| -41% | -$2.46M | 0.08% | 246 |
|
|
2021
Q4 | $4.45M | Buy |
+72,664
| New | +$4.45M | 0.09% | 237 |
|