FWM
Frontier Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $12.8M | Sell |
149,401
-56,364
| -27% | -$4.83M | 0.93% | 22 |
|
|
2022
Q1 | $17.6M | Buy |
205,765
+39,589
| +24% | +$3.39M | 0.22% | 19 |
|
|
2021
Q4 | $10.2M | Buy |
166,176
+7,543
| +5% | +$462K | 0.67% | 32 |
|
|
2021
Q3 | $9.33M | Buy |
158,633
+9,652
| +6% | +$568K | 0.64% | 32 |
|
|
2021
Q2 | $9.4M | Buy |
148,981
+8,255
| +6% | +$521K | 0.66% | 31 |
|
|
2021
Q1 | $7.86M | Sell |
140,726
-7,652
| -5% | -$427K | 0.6% | 30 |
|
|
2020
Q4 | $6.12M | Buy |
148,378
+31,926
| +27% | +$1.32M | 0.5% | 38 |
|
|
2020
Q3 | $4M | Buy |
116,452
+10,601
| +10% | +$364K | 0.37% | 52 |
|
|
2020
Q2 | $4.73M | Buy |
105,851
+17,941
| +20% | +$802K | 0.43% | 47 |
|
|
2020
Q1 | $3.34M | Buy |
87,910
+32,246
| +58% | +$1.22M | 0.54% | 53 |
|
|
2019
Q4 | $3.88M | Sell |
55,664
-17,398
| -24% | -$1.21M | 0.62% | 40 |
|
|
2019
Q3 | $5.16M | Buy |
73,062
+7,003
| +11% | +$494K | 0.76% | 32 |
|
|
2019
Q2 | $5.06M | Sell |
66,059
-15,166
| -19% | -$1.16M | 0.75% | 33 |
|
|
2019
Q1 | $6.56M | Sell |
81,225
-3,394
| -4% | -$274K | 0.89% | 21 |
|
|
2018
Q4 | $5.77M | Buy |
84,619
+17,775
| +27% | +$1.21M | 0.88% | 20 |
|
|
2018
Q3 | $5.68M | Buy |
66,844
+4,100
| +7% | +$349K | 0.54% | 20 |
|
|
2018
Q2 | $5.19M | Buy |
62,744
+6,177
| +11% | +$511K | 0.74% | 25 |
|
|
2018
Q1 | $4.22M | Buy |
56,567
+14,276
| +34% | +$1.07M | 0.59% | 43 |
|
|
2017
Q4 | $3.54M | Sell |
42,291
-15,330
| -27% | -$1.28M | 0.57% | 42 |
|
|
2017
Q3 | $4.72M | Sell |
57,621
-5,845
| -9% | -$479K | 0.68% | 36 |
|
|
2017
Q2 | $5.12M | Buy |
63,466
+585
| +0.9% | +$47.2K | 0.78% | 31 |
|
|
2017
Q1 | $5.16M | Buy |
62,881
+4,049
| +7% | +$332K | 0.79% | 30 |
|
|
2016
Q4 | $5.31M | Sell |
58,832
-740
| -1% | -$66.8K | 0.87% | 24 |
|
|
2016
Q3 | $5.2M | Buy |
59,572
+307
| +0.5% | +$26.8K | 0.79% | 27 |
|
|
2016
Q2 | $5.56M | Sell |
59,265
-3,044
| -5% | -$285K | 0.89% | 24 |
|
|
2016
Q1 | $5.21M | Buy |
62,309
+1,575
| +3% | +$132K | 0.44% | 25 |
|
|
2015
Q4 | $4.73M | Sell |
60,734
-1,654
| -3% | -$129K | 0.76% | 26 |
|
|
2015
Q3 | $4.64M | Buy |
62,388
+19,331
| +45% | +$1.44M | 0.73% | 28 |
|
|
2015
Q2 | $3.58M | Buy |
43,057
+19,838
| +85% | +$1.65M | 0.55% | 41 |
|
|
2015
Q1 | $1.97M | Buy |
23,219
+8,938
| +63% | +$760K | 0.32% | 58 |
|
|
2014
Q4 | $1.32M | Buy |
+14,281
| New | +$1.32M | 0.25% | 67 |
|