Global Wealth Management Investment Advisory’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Sell |
54,644
-1,661
| -3% | -$179K | 1.11% | 22 |
|
|
2025
Q1 | $6.7M | Buy |
56,305
+6,255
| +12% | +$744K | 1.34% | 20 |
|
|
2024
Q4 | $5.38M | Buy |
50,050
+2,855
| +6% | +$307K | 1.11% | 22 |
|
|
2024
Q3 | $5.53M | Buy |
47,195
+4,578
| +11% | +$537K | 1.19% | 20 |
|
|
2024
Q2 | $4.91M | Buy |
42,617
+1,757
| +4% | +$202K | 1.14% | 24 |
|
|
2024
Q1 | $4.75M | Buy |
40,860
+4,510
| +12% | +$524K | 1.16% | 22 |
|
|
2023
Q4 | $3.63M | Buy |
36,350
+2,241
| +7% | +$224K | 0.93% | 33 |
|
|
2023
Q3 | $4.01M | Buy |
34,109
+7,383
| +28% | +$868K | 1.12% | 20 |
|
|
2023
Q2 | $2.87M | Buy |
26,726
+258
| +1% | +$27.7K | 0.79% | 45 |
|
|
2023
Q1 | $2.9M | Buy |
26,468
+272
| +1% | +$29.8K | 0.87% | 44 |
|
|
2022
Q4 | $2.89M | Sell |
26,196
-6,251
| -19% | -$689K | 0.94% | 42 |
|
|
2022
Q3 | $2.83M | Buy |
32,447
+739
| +2% | +$64.5K | 1.01% | 37 |
|
|
2022
Q2 | $2.72M | Sell |
31,708
-15,516
| -33% | -$1.33M | 0.92% | 41 |
|
|
2022
Q1 | $3.9M | Sell |
47,224
-7,374
| -14% | -$609K | 1.16% | 25 |
|
|
2021
Q4 | $3.34M | Buy |
54,598
+9,304
| +21% | +$569K | 1.01% | 34 |
|
|
2021
Q3 | $2.66M | Buy |
45,294
+4,967
| +12% | +$292K | 0.84% | 42 |
|
|
2021
Q2 | $2.54M | Buy |
40,327
+484
| +1% | +$30.5K | 0.85% | 41 |
|
|
2021
Q1 | $2.22M | Sell |
39,843
-1,846
| -4% | -$103K | 0.8% | 42 |
|
|
2020
Q4 | $1.72M | Buy |
41,689
+1,742
| +4% | +$71.8K | 0.67% | 56 |
|
|
2020
Q3 | $1.37M | Sell |
39,947
-3,898
| -9% | -$134K | 0.59% | 63 |
|
|
2020
Q2 | $1.96M | Sell |
43,845
-2,121
| -5% | -$94.9K | 0.84% | 43 |
|
|
2020
Q1 | $1.75M | Buy |
45,966
+16,482
| +56% | +$626K | 0.88% | 41 |
|
|
2019
Q4 | $2.06M | Buy |
29,484
+4,253
| +17% | +$297K | 0.87% | 42 |
|
|
2019
Q3 | $1.78M | Buy |
25,231
+1,084
| +4% | +$76.6K | 0.82% | 51 |
|
|
2019
Q2 | $1.85M | Sell |
24,147
-3,564
| -13% | -$273K | 0.9% | 40 |
|
|
2019
Q1 | $2.24M | Buy |
27,711
+1,532
| +6% | +$124K | 1.16% | 31 |
|
|
2018
Q4 | $1.79M | Buy |
+26,179
| New | +$1.79M | 1.04% | 32 |
|