EWM
Endurance Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.39M | Buy |
40,926
+602
| +1% | +$64.6K | 0.6% | 46 |
|
|
2023
Q1 | $4.42M | Buy |
40,324
+1,313
| +3% | +$144K | 0.63% | 44 |
|
|
2022
Q4 | $4.3M | Sell |
39,011
-447
| -1% | -$49.3K | 0.65% | 45 |
|
|
2022
Q3 | $3.45M | Buy |
39,458
+3,198
| +9% | +$279K | 0.57% | 46 |
|
|
2022
Q2 | $3.11M | Hold |
36,260
| – | – | 0.47% | 54 |
|
|
2022
Q1 | $2.99M | Sell |
36,260
-4,135
| -10% | -$341K | 0.39% | 60 |
|
|
2021
Q4 | $2.47M | Sell |
40,395
-6,024
| -13% | -$369K | 0.27% | 77 |
|
|
2021
Q3 | $2.73M | Sell |
46,419
-1,826
| -4% | -$107K | 0.3% | 78 |
|
|
2021
Q2 | $3.04M | Sell |
48,245
-2,120
| -4% | -$134K | 0.34% | 72 |
|
|
2021
Q1 | $2.81M | Sell |
50,365
-3,125
| -6% | -$174K | 0.33% | 75 |
|
|
2020
Q4 | $2.21M | Sell |
53,490
-4,339
| -8% | -$179K | 0.28% | 78 |
|
|
2020
Q3 | $1.99M | Buy |
57,829
+5,009
| +9% | +$172K | 0.29% | 77 |
|
|
2020
Q2 | $2.36M | Sell |
52,820
-1,300
| -2% | -$58.1K | 0.39% | 66 |
|
|
2020
Q1 | $2.06M | Sell |
54,120
-34,274
| -39% | -$1.3M | 0.4% | 63 |
|
|
2019
Q4 | $6.17M | Sell |
88,394
-2,031
| -2% | -$142K | 0.94% | 30 |
|
|
2019
Q3 | $6.39M | Sell |
90,425
-5,215
| -5% | -$368K | 1.06% | 29 |
|
|
2019
Q2 | $7.33M | Sell |
95,640
-1,333
| -1% | -$102K | 1.15% | 25 |
|
|
2019
Q1 | $7.84M | Sell |
96,973
-7,061
| -7% | -$570K | 1.28% | 23 |
|
|
2018
Q4 | $7.09M | Sell |
104,034
-625
| -0.6% | -$42.6K | 1.32% | 25 |
|
|
2018
Q3 | $8.9M | Sell |
104,659
-160
| -0.2% | -$13.6K | 1.4% | 20 |
|
|
2018
Q2 | $8.67M | Sell |
104,819
-6,934
| -6% | -$574K | 1.43% | 20 |
|
|
2018
Q1 | $8.34M | Buy |
111,753
+1,406
| +1% | +$105K | 1.4% | 21 |
|
|
2017
Q4 | $9.23M | Sell |
110,347
-77
| -0.1% | -$6.44K | 1.48% | 19 |
|
|
2017
Q3 | $9.05M | Sell |
110,424
-4,582
| -4% | -$376K | 1.5% | 21 |
|
|
2017
Q2 | $9.29M | Buy |
115,006
+577
| +0.5% | +$46.6K | 1.57% | 19 |
|
|
2017
Q1 | $9.38M | Sell |
114,429
-600
| -0.5% | -$49.2K | 1.62% | 18 |
|
|
2016
Q4 | $10.4M | Sell |
115,029
-5,247
| -4% | -$474K | 1.86% | 14 |
|
|
2016
Q3 | $10.6M | Buy |
120,276
+2,047
| +2% | +$181K | 1.9% | 7 |
|
|
2016
Q2 | $11.1M | Buy |
118,229
+1,053
| +0.9% | +$98.7K | 2.08% | 7 |
|
|
2016
Q1 | $9.8K | Sell |
117,176
-1,471
| -1% | -$123 | 1.37% | 11 |
|
|
2015
Q4 | $9.25M | Buy |
118,647
+2,275
| +2% | +$177K | 1.76% | 16 |
|
|
2015
Q3 | $9.23M | Buy |
116,372
+13,545
| +13% | +$1.07M | 1.62% | 14 |
|
|
2015
Q2 | $8.56M | Sell |
102,827
-231
| -0.2% | -$19.2K | 1.44% | 18 |
|
|
2015
Q1 | $8.76M | Buy |
103,058
+937
| +0.9% | +$79.6K | 1.53% | 19 |
|
|
2014
Q4 | $9.44M | Sell |
102,121
-1,337
| -1% | -$124K | 1.69% | 15 |
|
|
2014
Q3 | $9.73M | Sell |
103,458
-769
| -0.7% | -$72.3K | 1.82% | 8 |
|
|
2014
Q2 | $10.5M | Sell |
104,227
-6,752
| -6% | -$680K | 1.75% | 10 |
|
|
2014
Q1 | $10.8M | Sell |
110,979
-540
| -0.5% | -$52.7K | 2.1% | 7 |
|
|
2013
Q4 | $11.3M | Buy |
111,519
+969
| +0.9% | +$98.1K | 2.23% | 6 |
|
|
2013
Q3 | $9.51M | Buy |
110,550
+575
| +0.5% | +$49.5K | 2.01% | 11 |
|
|
2013
Q2 | $9.94M | Buy |
+109,975
| New | +$9.94M | 2.22% | 7 |
|