FSWA
Financial Synergies Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Buy |
50,556
+2,730
| +6% | +$294K | 0.59% | 22 |
|
|
2025
Q1 | $5.69M | Buy |
47,826
+1,554
| +3% | +$185K | 0.69% | 21 |
|
|
2024
Q4 | $4.98M | Sell |
46,272
-191
| -0.4% | -$20.5K | 0.62% | 22 |
|
|
2024
Q3 | $5.45M | Buy |
46,463
+477
| +1% | +$55.9K | 0.68% | 21 |
|
|
2024
Q2 | $5.29M | Buy |
45,986
+7
| +0% | +$806 | 0.71% | 20 |
|
|
2024
Q1 | $5.34M | Buy |
45,979
+23,744
| +107% | +$2.76M | 0.7% | 21 |
|
|
2023
Q4 | $2.45M | Sell |
22,235
-23,684
| -52% | -$2.61M | 0.38% | 28 |
|
|
2023
Q3 | $5.4M | Buy |
45,919
+6,037
| +15% | +$710K | 0.78% | 19 |
|
|
2023
Q2 | $4.28M | Sell |
39,882
-236
| -0.6% | -$25.3K | 0.6% | 24 |
|
|
2023
Q1 | $4.4M | Buy |
40,118
+17,883
| +80% | +$1.96M | 0.65% | 22 |
|
|
2022
Q4 | $2.45M | Buy |
22,235
+21,499
| +2,921% | +$2.37M | 0.38% | 28 |
|
|
2022
Q3 | $64.3K | Buy |
736
+103
| +16% | +$9K | 0.01% | 91 |
|
|
2022
Q2 | $54.2K | Sell |
633
-7,337
| -92% | -$628K | 0.01% | 99 |
|
|
2022
Q1 | $658K | Buy |
7,970
+209
| +3% | +$17.3K | 0.1% | 41 |
|
|
2021
Q4 | $475K | Sell |
7,761
-232
| -3% | -$14.2K | 0.07% | 50 |
|
|
2021
Q3 | $470K | Buy |
7,993
+2
| +0% | +$118 | 0.06% | 46 |
|
|
2021
Q2 | $504K | Sell |
7,991
-274
| -3% | -$17.3K | 0.07% | 45 |
|
|
2021
Q1 | $461K | Buy |
8,265
+1,007
| +14% | +$56.2K | 0.07% | 42 |
|
|
2020
Q4 | $299K | Sell |
7,258
-181
| -2% | -$7.46K | 0.05% | 48 |
|
|
2020
Q3 | $255K | Buy |
7,439
+19
| +0.3% | +$652 | 0.07% | 56 |
|
|
2020
Q2 | $332K | Sell |
7,420
-597
| -7% | -$26.7K | 0.11% | 42 |
|
|
2020
Q1 | $304K | Buy |
8,017
+278
| +4% | +$10.6K | 0.17% | 26 |
|
|
2019
Q4 | $540K | Sell |
7,739
-498
| -6% | -$34.7K | 0.24% | 21 |
|
|
2019
Q3 | $582K | Buy |
8,237
+43
| +0.5% | +$3.04K | 0.28% | 19 |
|
|
2019
Q2 | $628K | Buy |
8,194
+332
| +4% | +$25.4K | 0.32% | 19 |
|
|
2019
Q1 | $635K | Buy |
+7,862
| New | +$635K | 0.34% | 19 |
|