IWP
Insight Wealth Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
9,359
+155
| +2% | +$16.7K | 0.39% | 41 |
|
|
2025
Q1 | $1.09M | Buy |
9,204
+43
| +0.5% | +$5.11K | 0.18% | 35 |
|
|
2024
Q4 | $985K | Sell |
9,161
-10
| -0.1% | -$1.08K | 0.14% | 37 |
|
|
2024
Q3 | $1.08M | Buy |
9,171
+1,363
| +17% | +$160K | 0.21% | 36 |
|
|
2024
Q2 | $899K | Buy |
7,808
+366
| +5% | +$42.1K | 0.16% | 32 |
|
|
2024
Q1 | $865K | Buy |
7,442
+3
| +0% | +$349 | 0.15% | 35 |
|
|
2023
Q4 | $744K | Sell |
7,439
-146
| -2% | -$14.6K | 0.13% | 37 |
|
|
2023
Q3 | $892K | Buy |
7,585
+3
| +0% | +$353 | 0.17% | 26 |
|
|
2023
Q2 | $813K | Buy |
7,582
+3
| +0% | +$322 | 0.19% | 35 |
|
|
2023
Q1 | $831K | Buy |
7,579
+3
| +0% | +$329 | 0.19% | 29 |
|
|
2022
Q4 | $836K | Sell |
7,576
-2,930
| -28% | -$323K | 0.63% | 24 |
|
|
2022
Q3 | $917K | Sell |
10,506
-697
| -6% | -$60.8K | 0.87% | 24 |
|
|
2022
Q2 | $959K | Buy |
11,203
+1,003
| +10% | +$85.9K | 0.72% | 23 |
|
|
2022
Q1 | $842K | Buy |
10,200
+4
| +0% | +$330 | 0.47% | 30 |
|
|
2021
Q4 | $624K | Buy |
10,196
+5,219
| +105% | +$319K | 0.12% | 38 |
|
|
2021
Q3 | $293K | Sell |
4,977
-25
| -0.5% | -$1.47K | 0.16% | 46 |
|
|
2021
Q2 | $316K | Buy |
5,002
+5
| +0.1% | +$316 | 0.17% | 45 |
|
|
2021
Q1 | $279K | Buy |
4,997
+5
| +0.1% | +$279 | 0.14% | 44 |
|
|
2020
Q4 | $206K | Buy |
+4,992
| New | +$206K | 0.13% | 48 |
|
|
2020
Q1 | – | Sell |
-3,828
| Closed | -$267K | – | 38 |
|
|
2019
Q4 | $267K | Buy |
+3,828
| New | +$267K | 0.26% | 37 |
|