ISWM
Independent Solutions Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
37,758
-582
| -2% | -$62.7K | 0.79% | 36 |
|
|
2025
Q1 | $4.56M | Sell |
38,340
-329
| -0.9% | -$39.1K | 1.02% | 27 |
|
|
2024
Q4 | $4.16M | Sell |
38,669
-370
| -0.9% | -$39.8K | 0.91% | 30 |
|
|
2024
Q3 | $4.58M | Sell |
39,039
-997
| -2% | -$117K | 1.03% | 24 |
|
|
2024
Q2 | $4.61M | Sell |
40,036
-2,341
| -6% | -$269K | 1.06% | 22 |
|
|
2024
Q1 | $4.93M | Buy |
42,377
+315
| +0.7% | +$36.6K | 1.17% | 20 |
|
|
2023
Q4 | $4.21M | Sell |
42,062
-730
| -2% | -$73K | 1.08% | 21 |
|
|
2023
Q3 | $5.03M | Buy |
42,792
+1,423
| +3% | +$167K | 1.31% | 18 |
|
|
2023
Q2 | $4.44M | Buy |
41,369
+122
| +0.3% | +$13.1K | 1.12% | 19 |
|
|
2023
Q1 | $4.52M | Sell |
41,247
-1,268
| -3% | -$139K | 1.33% | 17 |
|
|
2022
Q4 | $4.69M | Sell |
42,515
-448
| -1% | -$49.4K | 1.43% | 15 |
|
|
2022
Q3 | $3.75M | Sell |
42,963
-5,163
| -11% | -$451K | 1.23% | 16 |
|
|
2022
Q2 | $4.12M | Buy |
48,126
+2,333
| +5% | +$200K | 1.28% | 16 |
|
|
2022
Q1 | $3.78M | Sell |
45,793
-2,014
| -4% | -$166K | 0.89% | 24 |
|
|
2021
Q4 | $2.93M | Buy |
47,807
+4,100
| +9% | +$251K | 0.69% | 36 |
|
|
2021
Q3 | $2.57M | Buy |
43,707
+2,762
| +7% | +$162K | 0.64% | 42 |
|
|
2021
Q2 | $2.58M | Buy |
40,945
+1,911
| +5% | +$121K | 0.63% | 42 |
|
|
2021
Q1 | $2.18M | Buy |
39,034
+250
| +0.6% | +$14K | 0.6% | 42 |
|
|
2020
Q4 | $1.6M | Sell |
38,784
-311
| -0.8% | -$12.8K | 0.5% | 49 |
|
|
2020
Q3 | $1.34M | Buy |
39,095
+2,381
| +6% | +$81.7K | 0.51% | 47 |
|
|
2020
Q2 | $1.64M | Buy |
36,714
+2,190
| +6% | +$97.9K | 0.7% | 36 |
|
|
2020
Q1 | $1.31M | Buy |
34,524
+4,833
| +16% | +$184K | 0.72% | 32 |
|
|
2019
Q4 | $2.07M | Buy |
+29,691
| New | +$2.07M | 0.92% | 27 |
|