Institute for Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $682K | Sell |
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|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $750K | Sell |
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|
2024
Q4 | $691K | Sell |
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|
2024
Q3 | $790K | Sell |
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|
2024
Q2 | $792K | Buy |
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|
2024
Q1 | $645K | Sell |
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|
2023
Q4 | $616K | Sell |
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|
2023
Q3 | $754K | Sell |
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|
2023
Q2 | $724K | Sell |
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|
2023
Q1 | $794K | Sell |
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|
2022
Q4 | $813K | Buy |
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|
2022
Q3 | $630K | Buy |
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|
2022
Q2 | $615K | Sell |
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|
2022
Q1 | $610K | Sell |
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|
2021
Q4 | $459K | Sell |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | $507K | Sell |
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|
2021
Q1 | $501K | Sell |
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|
2020
Q4 | $430K | Sell |
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|
2020
Q3 | $470K | Sell |
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|
2020
Q2 | $798K | Buy |
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|
2020
Q1 | $671K | Sell |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.37M | Sell |
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|
2019
Q2 | $1.75M | Buy |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $1.99M | Buy |
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|
2018
Q3 | $1.64M | Sell |
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|
2018
Q2 | $2.29M | Buy |
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|
2018
Q1 | $2M | Buy |
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|
2017
Q4 | $1.61M | Sell |
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|
2017
Q3 | $1.72M | Sell |
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|
2017
Q2 | $1.69M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $72K | Buy |
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