HWAM
Hennion & Walsh Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
52,930
+2,037
| +4% | +$220K | 0.23% | 92 |
|
|
2025
Q1 | $6.05M | Sell |
50,893
-10,089
| -17% | -$1.2M | 0.27% | 72 |
|
|
2024
Q4 | $6.56M | Sell |
60,982
-2,712
| -4% | -$292K | 0.3% | 65 |
|
|
2024
Q3 | $7.46M | Buy |
63,694
+347
| +0.5% | +$40.7K | 0.35% | 49 |
|
|
2024
Q2 | $7.29M | Buy |
63,347
+23,631
| +59% | +$2.72M | 0.37% | 42 |
|
|
2024
Q1 | $4.62M | Buy |
39,716
+1,778
| +5% | +$207K | 0.25% | 92 |
|
|
2023
Q4 | $3.79M | Sell |
37,938
-1,312
| -3% | -$131K | 0.22% | 118 |
|
|
2023
Q3 | $4.62M | Buy |
39,250
+755
| +2% | +$88.8K | 0.29% | 74 |
|
|
2023
Q2 | $4.13M | Buy |
38,495
+2,867
| +8% | +$307K | 0.24% | 100 |
|
|
2023
Q1 | $3.91M | Buy |
35,628
+5,345
| +18% | +$586K | 0.24% | 107 |
|
|
2022
Q4 | $3.34M | Buy |
30,283
+3,928
| +15% | +$433K | 0.21% | 128 |
|
|
2022
Q3 | $2.3M | Buy |
26,355
+5,874
| +29% | +$513K | 0.15% | 174 |
|
|
2022
Q2 | $1.75M | Buy |
20,481
+4,840
| +31% | +$414K | 0.11% | 222 |
|
|
2022
Q1 | $1.29M | Sell |
15,641
-87
| -0.6% | -$7.19K | 0.07% | 285 |
|
|
2021
Q4 | $962K | Sell |
15,728
-6,113
| -28% | -$374K | 0.05% | 363 |
|
|
2021
Q3 | $1.29M | Sell |
21,841
-10,965
| -33% | -$645K | 0.07% | 306 |
|
|
2021
Q2 | $2.07M | Sell |
32,806
-7,290
| -18% | -$460K | 0.11% | 245 |
|
|
2021
Q1 | $2.24M | Buy |
+40,096
| New | +$2.24M | 0.13% | 209 |
|