HWMG
Hurlow Wealth Management Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
3,944
-5
| -0.1% | -$539 | 0.12% | 74 |
|
|
2025
Q1 | $470K | Sell |
3,949
-10
| -0.3% | -$1.19K | 0.15% | 66 |
|
|
2024
Q4 | $426K | Hold |
3,959
| – | – | 0.13% | 72 |
|
|
2024
Q3 | $464K | Sell |
3,959
-5
| -0.1% | -$586 | 0.14% | 69 |
|
|
2024
Q2 | $456K | Buy |
3,964
+14
| +0.4% | +$1.61K | 0.16% | 65 |
|
|
2024
Q1 | $459K | Sell |
3,950
-2
| -0.1% | -$232 | 0.16% | 68 |
|
|
2023
Q4 | $395K | Sell |
3,952
-90
| -2% | -$9K | 0.15% | 72 |
|
|
2023
Q3 | $475K | Buy |
4,042
+128
| +3% | +$15.1K | 0.21% | 57 |
|
|
2023
Q2 | $420K | Sell |
3,914
-1
| -0% | -$107 | 0.18% | 66 |
|
|
2023
Q1 | $429K | Buy |
3,915
+18
| +0.5% | +$1.97K | 0.2% | 63 |
|
|
2022
Q4 | $430K | Sell |
3,897
-721
| -16% | -$79.5K | 0.22% | 62 |
|
|
2022
Q3 | $403K | Buy |
4,618
+93
| +2% | +$8.12K | 0.24% | 58 |
|
|
2022
Q2 | $388K | Buy |
4,525
+1,310
| +41% | +$112K | 0.22% | 60 |
|
|
2022
Q1 | $265K | Sell |
3,215
-2,266
| -41% | -$187K | 0.16% | 79 |
|
|
2021
Q4 | $246K | Sell |
5,481
-956
| -15% | -$42.9K | 0.19% | 78 |
|
|
2021
Q3 | $379K | Buy |
6,437
+16
| +0.2% | +$942 | 0.23% | 61 |
|
|
2021
Q2 | $405K | Buy |
6,421
+897
| +16% | +$56.6K | 0.27% | 60 |
|
|
2021
Q1 | $308K | Buy |
5,524
+43
| +0.8% | +$2.4K | 0.22% | 74 |
|
|
2020
Q4 | $226K | Sell |
5,481
-1,531
| -22% | -$63.1K | 0.18% | 86 |
|
|
2020
Q3 | $241K | Sell |
7,012
-300
| -4% | -$10.3K | 0.22% | 74 |
|
|
2020
Q2 | $312K | Sell |
7,312
-7
| -0.1% | -$299 | 0.3% | 63 |
|
|
2020
Q1 | $296K | Sell |
7,319
-316
| -4% | -$12.8K | 0.32% | 65 |
|
|
2019
Q4 | $526K | Sell |
7,635
-449
| -6% | -$30.9K | 0.52% | 43 |
|
|
2019
Q3 | $559K | Sell |
8,084
-801
| -9% | -$55.4K | 0.59% | 36 |
|
|
2019
Q2 | $674K | Sell |
8,885
-30
| -0.3% | -$2.28K | 0.71% | 31 |
|
|
2019
Q1 | $716K | Sell |
8,915
-4,100
| -32% | -$329K | 0.77% | 30 |
|
|
2018
Q4 | $927K | Buy |
+13,015
| New | +$927K | 1.12% | 18 |
|