EWM
Edge Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
140,878
-3,753
| -3% | -$405K | 2.93% | 12 |
|
|
2025
Q1 | $17.2M | Buy |
+144,631
| New | +$17.2M | 3.49% | 11 |
|
|
2023
Q4 | – | Sell |
-1,789
| Closed | -$210K | – | 82 |
|
|
2023
Q3 | $210K | Buy |
+1,789
| New | +$210K | 0.05% | 67 |
|
|
2022
Q1 | – | Sell |
-2,172
| Closed | -$133K | – | 468 |
|
|
2021
Q4 | $133K | Sell |
2,172
-235
| -10% | -$14.4K | 0.02% | 114 |
|
|
2021
Q3 | $142K | Hold |
2,407
| – | – | 0.03% | 101 |
|
|
2021
Q2 | $152K | Buy |
2,407
+350
| +17% | +$22.1K | 0.03% | 103 |
|
|
2021
Q1 | $115K | Sell |
2,057
-500
| -20% | -$28K | 0.02% | 127 |
|
|
2020
Q4 | $106K | Sell |
2,557
-4,175
| -62% | -$173K | 0.02% | 126 |
|
|
2020
Q3 | $231K | Buy |
6,732
+2,722
| +68% | +$93.4K | 0.05% | 100 |
|
|
2020
Q2 | $179K | Sell |
4,010
-134,520
| -97% | -$6M | 0.03% | 147 |
|
|
2020
Q1 | $5.28M | Buy |
+138,530
| New | +$5.28M | 1.15% | 30 |
|
|
2019
Q4 | – | Sell |
-14,699
| Closed | -$1.04M | – | 635 |
|
|
2019
Q3 | $1.04M | Buy |
14,699
+4,226
| +40% | +$298K | 0.24% | 67 |
|
|
2019
Q2 | $798K | Sell |
10,473
-338
| -3% | -$25.8K | 0.18% | 80 |
|
|
2019
Q1 | $873K | Sell |
10,811
-1,625
| -13% | -$131K | 0.22% | 73 |
|
|
2018
Q4 | $848K | Sell |
12,436
-2,129
| -15% | -$145K | 0.24% | 64 |
|
|
2018
Q3 | $1.24M | Sell |
14,565
-199
| -1% | -$16.9K | 0.3% | 48 |
|
|
2018
Q2 | $1.22M | Buy |
14,764
+1,839
| +14% | +$152K | 0.31% | 47 |
|
|
2018
Q1 | $964K | Sell |
12,925
-99
| -0.8% | -$7.38K | 0.26% | 64 |
|
|
2017
Q4 | $1.09M | Sell |
13,024
-855
| -6% | -$71.8K | 0.31% | 52 |
|
|
2017
Q3 | $1.13M | Sell |
13,879
-46,890
| -77% | -$3.83M | 0.34% | 47 |
|
|
2017
Q2 | $4.92M | Sell |
60,769
-417
| -0.7% | -$33.8K | 1.55% | 20 |
|
|
2017
Q1 | $5.02M | Buy |
61,186
+12,380
| +25% | +$1.02M | 1.74% | 20 |
|
|
2016
Q4 | $4.41M | Sell |
48,806
-159
| -0.3% | -$14.4K | 1.67% | 19 |
|
|
2016
Q3 | $4.16M | Buy |
48,965
+3,197
| +7% | +$271K | 1.77% | 18 |
|
|
2016
Q2 | $4.29M | Sell |
45,768
-895
| -2% | -$83.9K | 1.78% | 18 |
|
|
2016
Q1 | $3.9M | Sell |
46,663
-3,074
| -6% | -$257K | 1.77% | 22 |
|
|
2015
Q4 | $3.89M | Buy |
49,737
+3,686
| +8% | +$288K | 1.47% | 26 |
|
|
2015
Q3 | $3.4M | Buy |
46,051
+14,375
| +45% | +$1.06M | 1.28% | 29 |
|
|
2015
Q2 | $2.64M | Buy |
31,676
+83
| +0.3% | +$6.91K | 0.9% | 34 |
|
|
2015
Q1 | $2.69M | Sell |
31,593
-651
| -2% | -$55.5K | 0.9% | 32 |
|
|
2014
Q4 | $2.99M | Buy |
32,244
+3,989
| +14% | +$370K | 1.1% | 24 |
|
|
2014
Q3 | $2.66M | Buy |
28,255
+299
| +1% | +$28.1K | 1.02% | 25 |
|
|
2014
Q2 | $2.82M | Buy |
27,956
+1,794
| +7% | +$181K | 1.17% | 23 |
|
|
2014
Q1 | $2.56M | Sell |
26,162
-290
| -1% | -$28.3K | 1.07% | 25 |
|
|
2013
Q4 | $2.68M | Sell |
26,452
-1,211
| -4% | -$123K | 1.24% | 24 |
|
|
2013
Q3 | $2.38M | Buy |
27,663
+604
| +2% | +$52K | 1.45% | 22 |
|
|
2013
Q2 | $2.45M | Buy |
+27,059
| New | +$2.45M | 1.64% | 22 |
|