IWM
IHT Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.9M | Buy |
54,713
+527
| +1% | +$56.8K | 0.16% | 126 |
|
|
2025
Q1 | $6.44M | Sell |
54,186
-1,146
| -2% | -$136K | 0.2% | 105 |
|
|
2024
Q4 | $5.95M | Sell |
55,332
-14,230
| -20% | -$1.53M | 0.19% | 109 |
|
|
2024
Q3 | $8.2M | Buy |
69,562
+8,446
| +14% | +$995K | 0.23% | 84 |
|
|
2024
Q2 | $7.04M | Buy |
61,116
+3,357
| +6% | +$387K | 0.26% | 74 |
|
|
2024
Q1 | $6.71M | Sell |
57,759
-4,806
| -8% | -$559K | 0.27% | 76 |
|
|
2023
Q4 | $6.26M | Sell |
62,565
-2,006
| -3% | -$201K | 0.28% | 81 |
|
|
2023
Q3 | $7.59M | Buy |
64,571
+2,434
| +4% | +$286K | 0.38% | 48 |
|
|
2023
Q2 | $6.66M | Sell |
62,137
-1,568
| -2% | -$168K | 0.35% | 56 |
|
|
2023
Q1 | $6.99M | Buy |
63,705
+270
| +0.4% | +$29.6K | 0.4% | 48 |
|
|
2022
Q4 | $7M | Sell |
63,435
-915
| -1% | -$101K | 0.44% | 47 |
|
|
2022
Q3 | $5.62M | Buy |
64,350
+30,007
| +87% | +$2.62M | 0.43% | 43 |
|
|
2022
Q2 | $2.94M | Sell |
34,343
-166
| -0.5% | -$14.2K | 0.26% | 85 |
|
|
2022
Q1 | $2.85M | Buy |
34,509
+4,693
| +16% | +$388K | 0.22% | 96 |
|
|
2021
Q4 | $1.82M | Buy |
29,816
+1,021
| +4% | +$62.5K | 0.13% | 153 |
|
|
2021
Q3 | $1.69M | Sell |
28,795
-11,283
| -28% | -$664K | 0.14% | 149 |
|
|
2021
Q2 | $2.53M | Buy |
40,078
+4,988
| +14% | +$315K | 0.16% | 130 |
|
|
2021
Q1 | $1.96M | Sell |
35,090
-2,230
| -6% | -$124K | 0.14% | 158 |
|
|
2020
Q4 | $1.54M | Buy |
37,320
+10,247
| +38% | +$422K | 0.13% | 170 |
|
|
2020
Q3 | $929K | Buy |
27,073
+3,080
| +13% | +$106K | 0.09% | 227 |
|
|
2020
Q2 | $1.07M | Sell |
23,993
-10,818
| -31% | -$484K | 0.15% | 152 |
|
|
2020
Q1 | $1.32M | Buy |
34,811
+2,144
| +7% | +$81.4K | 0.19% | 128 |
|
|
2019
Q4 | $2.28M | Buy |
32,667
+1,460
| +5% | +$102K | 0.27% | 82 |
|
|
2019
Q3 | $2.2M | Buy |
31,207
+1,933
| +7% | +$136K | 0.3% | 78 |
|
|
2019
Q2 | $2.22M | Buy |
29,274
+3,082
| +12% | +$234K | 0.32% | 71 |
|
|
2019
Q1 | $2.12M | Buy |
26,192
+700
| +3% | +$56.6K | 0.35% | 67 |
|
|
2018
Q4 | $1.74M | Buy |
25,492
+538
| +2% | +$36.7K | 0.33% | 77 |
|
|
2018
Q3 | $2.12M | Sell |
24,954
-1,074
| -4% | -$91.3K | 0.46% | 50 |
|
|
2018
Q2 | $2.15M | Buy |
26,028
+6,147
| +31% | +$508K | 0.55% | 39 |
|
|
2018
Q1 | $1.46M | Sell |
19,881
-2,275
| -10% | -$167K | 0.39% | 51 |
|
|
2017
Q4 | $1.93M | Buy |
22,156
+1,379
| +7% | +$120K | 0.51% | 40 |
|
|
2017
Q3 | $1.7M | Sell |
20,777
-6
| -0% | -$492 | 0.73% | 27 |
|
|
2017
Q2 | $421 | Buy |
20,783
+4,849
| +30% | +$98 | 0.2% | 121 |
|
|
2017
Q1 | $1.32M | Buy |
15,934
+226
| +1% | +$18.7K | 0.88% | 16 |
|
|
2016
Q4 | $1.43M | Buy |
+15,708
| New | +$1.43M | 1.08% | 11 |
|