GWM
GSB Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
22,505
+186
| +0.8% | +$20.1K | 0.59% | 62 |
|
|
2025
Q1 | $2.65M | Buy |
22,319
+154
| +0.7% | +$18.3K | 0.7% | 53 |
|
|
2024
Q4 | $2.38M | Buy |
22,165
+3,669
| +20% | +$395K | 0.62% | 54 |
|
|
2024
Q3 | $2.17M | Buy |
18,496
+789
| +4% | +$92.5K | 0.55% | 60 |
|
|
2024
Q2 | $2.04M | Buy |
17,707
+49
| +0.3% | +$5.64K | 0.56% | 62 |
|
|
2024
Q1 | $2.05M | Sell |
17,658
-517
| -3% | -$60.1K | 0.58% | 60 |
|
|
2023
Q4 | $1.82M | Buy |
18,175
+840
| +5% | +$84K | 0.56% | 62 |
|
|
2023
Q3 | $2.04M | Sell |
17,335
-553
| -3% | -$65K | 0.68% | 50 |
|
|
2023
Q2 | $1.92M | Buy |
17,888
+6,918
| +63% | +$742K | 0.62% | 55 |
|
|
2023
Q1 | $1.2M | Sell |
10,970
-7,563
| -41% | -$829K | 0.39% | 86 |
|
|
2022
Q4 | $2.04M | Sell |
18,533
-6,954
| -27% | -$767K | 0.73% | 47 |
|
|
2022
Q3 | $2.23M | Sell |
25,487
-1,493
| -6% | -$130K | 0.81% | 37 |
|
|
2022
Q2 | $2.31M | Sell |
26,980
-2,058
| -7% | -$176K | 0.79% | 41 |
|
|
2022
Q1 | $2.4M | Sell |
29,038
-3,571
| -11% | -$295K | 0.7% | 43 |
|
|
2021
Q4 | $2M | Buy |
32,609
+11,434
| +54% | +$700K | 0.57% | 55 |
|
|
2021
Q3 | $1.25M | Sell |
21,175
-13,168
| -38% | -$775K | 0.64% | 51 |
|
|
2021
Q2 | $2.17M | Buy |
34,343
+421
| +1% | +$26.6K | 0.67% | 46 |
|
|
2021
Q1 | $1.89M | Buy |
+33,922
| New | +$1.89M | 0.63% | 51 |
|
|
2020
Q1 | – | Sell |
-11,259
| Closed | -$786K | – | 65 |
|
|
2019
Q4 | $786K | Hold |
11,259
| – | – | 3.23% | 6 |
|
|
2019
Q3 | $795K | Hold |
11,259
| – | – | 3.86% | 5 |
|
|
2019
Q2 | $863K | Sell |
11,259
-6,590
| -37% | -$505K | 4.51% | 5 |
|
|
2019
Q1 | $1.44M | Buy |
17,849
+8,065
| +82% | +$652K | 6.18% | 2 |
|
|
2018
Q4 | $668K | Sell |
9,784
-9,390
| -49% | -$641K | 3.53% | 6 |
|
|
2018
Q3 | $1.63M | Buy |
19,174
+1,300
| +7% | +$111K | 6.72% | 2 |
|
|
2018
Q2 | $1.48M | Buy |
17,874
+2,570
| +17% | +$213K | 7.01% | 2 |
|
|
2018
Q1 | $1.14M | Sell |
15,304
-2,570
| -14% | -$192K | 5.5% | 2 |
|
|
2017
Q4 | $1.5M | Buy |
17,874
+6,784
| +61% | +$567K | 6.73% | 2 |
|
|
2017
Q3 | $909K | Hold |
11,090
| – | – | 4.3% | 4 |
|
|
2017
Q2 | $895K | Hold |
11,090
| – | – | 4.05% | 5 |
|
|
2017
Q1 | $909K | Hold |
11,090
| – | – | 3.85% | 6 |
|
|
2016
Q4 | $1M | Buy |
+11,090
| New | +$1M | 3.92% | 3 |
|