CWM
Cornerstone Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.74M | Buy |
81,104
+3,598
| +5% | +$388K | 0.53% | 43 |
|
|
2025
Q1 | $9.22M | Buy |
77,506
+2,518
| +3% | +$299K | 0.62% | 34 |
|
|
2024
Q4 | $8.07M | Buy |
74,988
+1,134
| +2% | +$122K | 0.54% | 40 |
|
|
2024
Q3 | $8.66M | Buy |
73,854
+11
| +0% | +$1.29K | 0.61% | 36 |
|
|
2024
Q2 | $8.5M | Buy |
73,843
+12,572
| +21% | +$1.45M | 0.65% | 32 |
|
|
2024
Q1 | $7.12M | Buy |
61,271
+802
| +1% | +$93.2K | 0.58% | 37 |
|
|
2023
Q4 | $6.05M | Sell |
60,469
-3,432
| -5% | -$343K | 0.52% | 42 |
|
|
2023
Q3 | $7.51M | Sell |
63,901
-3,970
| -6% | -$467K | 0.71% | 31 |
|
|
2023
Q2 | $7.28M | Buy |
67,871
+3,273
| +5% | +$351K | 0.65% | 34 |
|
|
2023
Q1 | $7.08M | Buy |
+64,598
| New | +$7.08M | 0.7% | 30 |
|
|
2022
Q3 | $6.13M | Buy |
70,218
+2,051
| +3% | +$179K | 0.68% | 32 |
|
|
2022
Q2 | $5.84M | Buy |
68,167
+21,579
| +46% | +$1.85M | 0.65% | 32 |
|
|
2022
Q1 | $3.85M | Sell |
46,588
-1,755
| -4% | -$145K | 0.37% | 60 |
|
|
2021
Q4 | $2.94M | Buy |
48,343
+4,995
| +12% | +$304K | 0.28% | 84 |
|
|
2021
Q3 | $2.55M | Buy |
43,348
+1,022
| +2% | +$60.1K | 0.27% | 85 |
|
|
2021
Q2 | $2.67M | Buy |
42,326
+10,599
| +33% | +$669K | 0.28% | 80 |
|
|
2021
Q1 | $1.77M | Sell |
31,727
-537
| -2% | -$30K | 0.21% | 108 |
|
|
2020
Q4 | $1.33M | Sell |
32,264
-2,542
| -7% | -$105K | 0.17% | 116 |
|
|
2020
Q3 | $1.2M | Buy |
34,806
+800
| +2% | +$27.5K | 0.18% | 114 |
|
|
2020
Q2 | $1.52M | Buy |
34,006
+1,638
| +5% | +$73.3K | 0.25% | 80 |
|
|
2020
Q1 | $1.23M | Buy |
32,368
+7,054
| +28% | +$268K | 0.24% | 84 |
|
|
2019
Q4 | $1.77M | Sell |
25,314
-2,150
| -8% | -$150K | 0.29% | 69 |
|
|
2019
Q3 | $1.94M | Sell |
27,464
-1,262
| -4% | -$89.1K | 0.34% | 59 |
|
|
2019
Q2 | $2.2M | Buy |
28,726
+2,297
| +9% | +$176K | 0.4% | 51 |
|
|
2019
Q1 | $2.6M | Buy |
26,429
+2,250
| +9% | +$221K | 0.32% | 75 |
|
|
2018
Q4 | $1.65M | Sell |
24,179
-1,714,488
| -99% | -$117M | 0.35% | 57 |
|
|
2018
Q3 | $21.2M | Buy |
1,738,667
+133,122
| +8% | +$1.62M | 0.27% | 88 |
|
|
2018
Q2 | $19.6M | Buy |
1,605,545
+1,587,718
| +8,906% | +$19.4M | 0.22% | 106 |
|
|
2018
Q1 | $1.31M | Sell |
17,827
-354
| -2% | -$25.9K | 0.25% | 80 |
|
|
2017
Q4 | $1.59M | Sell |
18,181
-3,014
| -14% | -$263K | 0.3% | 71 |
|
|
2017
Q3 | $1.74M | Buy |
21,195
+1,547
| +8% | +$127K | 0.36% | 50 |
|
|
2017
Q2 | $1.57M | Buy |
19,648
+907
| +5% | +$72.6K | 0.35% | 54 |
|
|
2017
Q1 | $1.55M | Sell |
18,741
-119
| -0.6% | -$9.82K | 0.38% | 50 |
|
|
2016
Q4 | $1.72M | Sell |
18,860
-126
| -0.7% | -$11.5K | 0.55% | 30 |
|
|
2016
Q3 | $1.64M | Buy |
+18,986
| New | +$1.64M | 0.6% | 29 |
|