HWM
Hohimer Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Sell |
46,841
-1,283
| -3% | -$138K | 0.9% | 27 |
|
|
2025
Q1 | $5.72M | Buy |
48,124
+11,598
| +32% | +$1.38M | 1.11% | 19 |
|
|
2024
Q4 | $3.93M | Sell |
36,526
-7,418
| -17% | -$798K | 0.74% | 43 |
|
|
2024
Q3 | $5.15M | Buy |
43,944
+216
| +0.5% | +$25.3K | 1.11% | 20 |
|
|
2024
Q2 | $5.03M | Buy |
43,728
+34,488
| +373% | +$3.97M | 1.17% | 13 |
|
|
2024
Q1 | $1.07M | Buy |
9,240
+1,006
| +12% | +$117K | 0.25% | 109 |
|
|
2023
Q4 | $823K | Buy |
8,234
+26
| +0.3% | +$2.6K | 0.21% | 132 |
|
|
2023
Q3 | $965K | Sell |
8,208
-20
| -0.2% | -$2.35K | 0.28% | 100 |
|
|
2023
Q2 | $882K | Buy |
8,228
+514
| +7% | +$55.1K | 0.24% | 108 |
|
|
2023
Q1 | $846K | Hold |
7,714
| – | – | 0.25% | 109 |
|
|
2022
Q4 | $851K | Sell |
7,714
-960
| -11% | -$106K | 0.27% | 77 |
|
|
2022
Q3 | $757K | Hold |
8,674
| – | – | 0.24% | 109 |
|
|
2022
Q2 | $743K | Sell |
8,674
-123
| -1% | -$10.5K | 0.22% | 125 |
|
|
2022
Q1 | $727K | Hold |
8,797
| – | – | 0.14% | 133 |
|
|
2021
Q4 | $538K | Sell |
8,797
-478
| -5% | -$29.2K | 0.11% | 142 |
|
|
2021
Q3 | $546K | Hold |
9,275
| – | – | 0.11% | 139 |
|
|
2021
Q2 | $585K | Hold |
9,275
| – | – | 0.12% | 141 |
|
|
2021
Q1 | $518K | Sell |
9,275
-373
| -4% | -$20.8K | 0.13% | 136 |
|
|
2020
Q4 | $398K | Buy |
9,648
+295
| +3% | +$12.2K | 0.11% | 144 |
|
|
2020
Q3 | $313K | Buy |
+9,353
| New | +$313K | 0.09% | 155 |
|