IWS
Insight Wealth Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
15,761
-140
| -0.9% | -$15.3K | 0.22% | 95 |
|
|
2025
Q1 | $1.89M | Buy |
15,901
+189
| +1% | +$22.5K | 0.25% | 95 |
|
|
2024
Q4 | $1.69M | Buy |
15,712
+663
| +4% | +$71.3K | 0.23% | 98 |
|
|
2024
Q3 | $1.76M | Sell |
15,049
-253
| -2% | -$29.7K | 0.23% | 105 |
|
|
2024
Q2 | $1.76M | Buy |
15,302
+261
| +2% | +$30K | 0.25% | 101 |
|
|
2024
Q1 | $1.75M | Buy |
15,041
+1,215
| +9% | +$141K | 0.26% | 98 |
|
|
2023
Q4 | $1.38M | Buy |
13,826
+51
| +0.4% | +$5.1K | 0.22% | 102 |
|
|
2023
Q3 | $1.62M | Hold |
13,775
| – | – | 0.31% | 68 |
|
|
2023
Q2 | $1.48M | Sell |
13,775
-265
| -2% | -$28.4K | 0.28% | 69 |
|
|
2023
Q1 | $1.54M | Hold |
14,040
| – | – | 0.3% | 57 |
|
|
2022
Q4 | $1.55M | Sell |
14,040
-4,155
| -23% | -$458K | 0.3% | 55 |
|
|
2022
Q3 | $1.56M | Hold |
18,195
| – | – | 0.29% | 52 |
|
|
2022
Q2 | $1.56M | Buy |
18,195
+4,225
| +30% | +$362K | 0.29% | 52 |
|
|
2022
Q1 | $1.15M | Buy |
13,970
+10,598
| +314% | +$875K | 0.17% | 96 |
|
|
2021
Q4 | $206K | Sell |
3,372
-590
| -15% | -$36K | 0.03% | 149 |
|
|
2021
Q3 | $233K | Buy |
+3,962
| New | +$233K | 0.03% | 174 |
|
|
2019
Q1 | – | Sell |
-5,019
| Closed | -$342K | – | 151 |
|
|
2018
Q4 | $342K | Buy |
+5,019
| New | +$342K | 0.1% | 109 |
|