FWM
Focused Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
24,438
+395
| +2% | +$42.6K | 0.32% | 41 |
|
|
2025
Q1 | $2.86M | Buy |
24,043
+77
| +0.3% | +$9.16K | 0.39% | 34 |
|
|
2024
Q4 | $2.58M | Sell |
23,966
-22
| -0.1% | -$2.37K | 0.35% | 35 |
|
|
2024
Q3 | $2.81M | Sell |
23,988
-840
| -3% | -$98.5K | 0.37% | 38 |
|
|
2024
Q2 | $2.86M | Buy |
24,828
+90
| +0.4% | +$10.4K | 0.41% | 33 |
|
|
2024
Q1 | $2.88M | Buy |
24,738
+472
| +2% | +$54.9K | 0.44% | 35 |
|
|
2023
Q4 | $2.43M | Buy |
24,266
+33
| +0.1% | +$3.3K | 0.4% | 37 |
|
|
2023
Q3 | $2.85M | Buy |
24,233
+62
| +0.3% | +$7.29K | 0.5% | 34 |
|
|
2023
Q2 | $2.59M | Sell |
24,171
-289
| -1% | -$31K | 0.47% | 35 |
|
|
2023
Q1 | $2.68M | Sell |
24,460
-565
| -2% | -$62K | 0.54% | 28 |
|
|
2022
Q4 | $2.76M | Sell |
25,025
-1,807
| -7% | -$199K | 0.56% | 30 |
|
|
2022
Q3 | $2.34M | Buy |
26,832
+111
| +0.4% | +$9.69K | 0.49% | 31 |
|
|
2022
Q2 | $2.29M | Sell |
26,721
-2,597
| -9% | -$222K | 0.42% | 41 |
|
|
2022
Q1 | $2.42M | Sell |
29,318
-1,011
| -3% | -$83.5K | 0.38% | 38 |
|
|
2021
Q4 | $1.86M | Sell |
30,329
-1,922
| -6% | -$118K | 0.29% | 39 |
|
|
2021
Q3 | $1.9M | Buy |
32,251
+458
| +1% | +$26.9K | 0.31% | 38 |
|
|
2021
Q2 | $2.01M | Sell |
31,793
-668
| -2% | -$42.1K | 0.33% | 40 |
|
|
2021
Q1 | $1.81M | Buy |
32,461
+4,362
| +16% | +$243K | 0.32% | 38 |
|
|
2020
Q4 | $1.16M | Sell |
28,099
-2,954
| -10% | -$122K | 0.23% | 50 |
|
|
2020
Q3 | $1.07M | Sell |
31,053
-2,642
| -8% | -$90.7K | 0.23% | 51 |
|
|
2020
Q2 | $1.51M | Buy |
33,695
+1,873
| +6% | +$83.8K | 0.35% | 37 |
|
|
2020
Q1 | $1.21M | Buy |
31,822
+16,429
| +107% | +$624K | 0.35% | 40 |
|
|
2019
Q4 | $1.07M | Buy |
15,393
+1,666
| +12% | +$116K | 0.25% | 47 |
|
|
2019
Q3 | $969K | Sell |
13,727
-882
| -6% | -$62.3K | 0.27% | 51 |
|
|
2019
Q2 | $1.12M | Sell |
14,609
-517
| -3% | -$39.6K | 0.3% | 48 |
|
|
2019
Q1 | $1.22M | Sell |
15,126
-133
| -0.9% | -$10.7K | 0.37% | 42 |
|
|
2018
Q4 | $1.04M | Buy |
15,259
+2,791
| +22% | +$190K | 0.36% | 48 |
|
|
2018
Q3 | $1.06M | Sell |
12,468
-7,830
| -39% | -$666K | 0.36% | 50 |
|
|
2018
Q2 | $1.68M | Sell |
20,298
-5,881
| -22% | -$486K | 0.58% | 35 |
|
|
2018
Q1 | $1.95M | Buy |
26,179
+954
| +4% | +$71.2K | 0.62% | 32 |
|
|
2017
Q4 | $2.11M | Buy |
25,225
+669
| +3% | +$56K | 0.68% | 24 |
|
|
2017
Q3 | $2.01M | Sell |
24,556
-2,513
| -9% | -$206K | 0.67% | 30 |
|
|
2017
Q2 | $2.19M | Sell |
27,069
-194
| -0.7% | -$15.7K | 0.82% | 23 |
|
|
2017
Q1 | $2.24M | Sell |
27,263
-451
| -2% | -$37K | 0.87% | 24 |
|
|
2016
Q4 | $2.5M | Sell |
27,714
-1,865
| -6% | -$168K | 1.06% | 20 |
|
|
2016
Q3 | $2.58M | Sell |
29,579
-270
| -0.9% | -$23.6K | 1.13% | 17 |
|
|
2016
Q2 | $2.8M | Buy |
29,849
+1,742
| +6% | +$163K | 1.29% | 15 |
|
|
2016
Q1 | $2.35M | Sell |
28,107
-2,107
| -7% | -$176K | 1.28% | 18 |
|
|
2015
Q4 | $2.36M | Buy |
30,214
+352
| +1% | +$27.4K | 1.35% | 20 |
|
|
2015
Q3 | $2.22M | Buy |
29,862
+10,232
| +52% | +$761K | 1.41% | 19 |
|
|
2015
Q2 | $1.63M | Buy |
19,630
+1,977
| +11% | +$164K | 1.01% | 27 |
|
|
2015
Q1 | $1.5M | Buy |
17,653
+644
| +4% | +$54.7K | 0.92% | 29 |
|
|
2014
Q4 | $1.57M | Buy |
17,009
+525
| +3% | +$48.6K | 1.11% | 25 |
|
|
2014
Q3 | $1.55M | Buy |
16,484
+6
| +0% | +$564 | 1.19% | 25 |
|
|
2014
Q2 | $1.66M | Buy |
16,478
+75
| +0.5% | +$7.55K | 1.3% | 23 |
|
|
2014
Q1 | $1.6M | Sell |
16,403
-100
| -0.6% | -$9.77K | 1.34% | 21 |
|
|
2013
Q4 | $1.67M | Sell |
16,503
-177
| -1% | -$17.9K | 1.4% | 19 |
|
|
2013
Q3 | $1.44M | Buy |
+16,680
| New | +$1.44M | 1.37% | 18 |
|