FVWA
Foster Victor Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
10,799
+142
| +1% | +$16.2K | 0.08% | 113 |
|
|
2025
Q1 | $1.1M | Sell |
10,657
-228
| -2% | -$23.5K | 0.09% | 110 |
|
|
2024
Q4 | $1.22M | Sell |
10,885
-2,447
| -18% | -$275K | 0.09% | 107 |
|
|
2024
Q3 | $1.63M | Sell |
13,332
-1,938
| -13% | -$237K | 0.13% | 102 |
|
|
2024
Q2 | $1.77M | Buy |
15,270
+2,330
| +18% | +$270K | 0.15% | 100 |
|
|
2024
Q1 | $1.58M | Buy |
12,940
+153
| +1% | +$18.6K | 0.14% | 90 |
|
|
2023
Q4 | $1.29M | Buy |
12,787
+5,116
| +67% | +$516K | 0.13% | 94 |
|
|
2023
Q3 | $822K | Buy |
7,671
+142
| +2% | +$15.2K | 0.1% | 97 |
|
|
2023
Q2 | $805K | Sell |
7,529
-21
| -0.3% | -$2.25K | 0.09% | 101 |
|
|
2023
Q1 | $868K | Buy |
7,550
+4,653
| +161% | +$535K | 0.11% | 95 |
|
|
2022
Q4 | $320K | Sell |
2,897
-12
| -0.4% | -$1.33K | 0.04% | 116 |
|
|
2022
Q3 | $297K | Sell |
2,909
-1,086
| -27% | -$111K | 0.04% | 115 |
|
|
2022
Q2 | $333K | Buy |
3,995
+857
| +27% | +$71.4K | 0.05% | 108 |
|
|
2022
Q1 | $263K | Sell |
3,138
-2,116
| -40% | -$177K | 0.04% | 116 |
|
|
2021
Q4 | $374K | Buy |
5,254
+1,254
| +31% | +$89.3K | 0.05% | 110 |
|
|
2021
Q3 | $235K | Sell |
4,000
-20
| -0.5% | -$1.18K | 0.04% | 128 |
|
|
2021
Q2 | $254K | Sell |
4,020
-363
| -8% | -$22.9K | 0.04% | 127 |
|
|
2021
Q1 | $244K | Sell |
4,383
-1,673
| -28% | -$93.1K | 0.05% | 125 |
|
|
2020
Q4 | $250K | Sell |
6,056
-13
| -0.2% | -$537 | 0.06% | 123 |
|
|
2020
Q3 | $208K | Buy |
6,069
+986
| +19% | +$33.8K | 0.06% | 126 |
|
|
2020
Q2 | $227K | Buy |
+5,083
| New | +$227K | 0.08% | 107 |
|