CWG
Cornerstone Wealth Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
99,546
+2,998
| +3% | +$323K | 0.8% | 28 |
|
|
2025
Q1 | $11.5M | Buy |
96,548
+12,003
| +14% | +$1.43M | 0.95% | 25 |
|
|
2024
Q4 | $9.09M | Buy |
84,545
+2,045
| +2% | +$220K | 0.74% | 33 |
|
|
2024
Q3 | $9.67M | Buy |
82,500
+791
| +1% | +$92.7K | 0.8% | 30 |
|
|
2024
Q2 | $9.41M | Buy |
81,709
+831
| +1% | +$95.7K | 0.84% | 28 |
|
|
2024
Q1 | $9.4M | Buy |
80,878
+2,828
| +4% | +$329K | 0.86% | 28 |
|
|
2023
Q4 | $7.8M | Buy |
78,050
+28,509
| +58% | +$2.85M | 1.12% | 20 |
|
|
2023
Q3 | $5.83M | Sell |
49,541
-473
| -0.9% | -$55.6K | 1.03% | 21 |
|
|
2023
Q2 | $5.36M | Buy |
50,014
+277
| +0.6% | +$29.7K | 0.97% | 31 |
|
|
2023
Q1 | $5.45M | Sell |
49,737
-344
| -0.7% | -$37.7K | 0.97% | 28 |
|
|
2022
Q4 | $5.52M | Buy |
50,081
+866
| +2% | +$95.5K | 1.04% | 28 |
|
|
2022
Q3 | $4.3M | Sell |
49,215
-3,438
| -7% | -$300K | 0.95% | 40 |
|
|
2022
Q2 | $4.51M | Buy |
52,653
+405
| +0.8% | +$34.7K | 0.94% | 38 |
|
|
2022
Q1 | $4.32M | Buy |
52,248
+4,117
| +9% | +$340K | 0.79% | 38 |
|
|
2021
Q4 | $2.95M | Buy |
48,131
+443
| +0.9% | +$27.1K | 0.5% | 71 |
|
|
2021
Q3 | $2.81M | Buy |
47,688
+426
| +0.9% | +$25.1K | 0.5% | 72 |
|
|
2021
Q2 | $2.62M | Buy |
47,262
+1,544
| +3% | +$85.5K | 0.53% | 67 |
|
|
2021
Q1 | $2.56M | Sell |
45,718
-9,095
| -17% | -$509K | 0.52% | 79 |
|
|
2020
Q4 | $2.26M | Buy |
54,813
+45,775
| +506% | +$1.89M | 0.56% | 67 |
|
|
2020
Q3 | $310K | Sell |
9,038
-5,057
| -36% | -$173K | 0.08% | 108 |
|
|
2020
Q2 | $630K | Sell |
14,095
-1,203
| -8% | -$53.8K | 0.16% | 82 |
|
|
2020
Q1 | $581K | Buy |
15,298
+859
| +6% | +$32.6K | 0.2% | 75 |
|
|
2019
Q4 | $1.01M | Sell |
14,439
-639
| -4% | -$44.6K | 0.27% | 92 |
|
|
2019
Q3 | $1.07M | Sell |
15,078
-26,806
| -64% | -$1.89M | 0.27% | 86 |
|
|
2019
Q2 | $3.21M | Sell |
41,884
-15,137
| -27% | -$1.16M | 0.87% | 26 |
|
|
2019
Q1 | $4.61M | Buy |
+57,021
| New | +$4.61M | 1.16% | 21 |
|