IWC
Integrated Wealth Concepts’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Buy |
260,824
+5,718
| +2% | +$616K | 0.28% | 73 |
|
|
2025
Q1 | $30.3M | Buy |
255,106
+7,326
| +3% | +$871K | 0.35% | 56 |
|
|
2024
Q4 | $26.7M | Buy |
247,780
+3,998
| +2% | +$430K | 0.31% | 66 |
|
|
2024
Q3 | $28.6M | Buy |
243,782
+30,657
| +14% | +$3.59M | 0.35% | 61 |
|
|
2024
Q2 | $24.5M | Buy |
213,125
+6,888
| +3% | +$793K | 0.34% | 68 |
|
|
2024
Q1 | $24M | Buy |
206,237
+4,244
| +2% | +$493K | 0.35% | 61 |
|
|
2023
Q4 | $20.2M | Sell |
201,993
-7,833
| -4% | -$783K | 0.33% | 66 |
|
|
2023
Q3 | $24.7M | Buy |
209,826
+3,276
| +2% | +$385K | 0.44% | 43 |
|
|
2023
Q2 | $22.2M | Buy |
206,550
+27,114
| +15% | +$2.91M | 0.38% | 56 |
|
|
2023
Q1 | $19.7M | Buy |
179,436
+53,387
| +42% | +$5.85M | 0.41% | 52 |
|
|
2022
Q4 | $13.9M | Buy |
126,049
+1,899
| +2% | +$209K | 0.38% | 57 |
|
|
2022
Q3 | $10.8M | Buy |
124,150
+4,505
| +4% | +$393K | 0.35% | 66 |
|
|
2022
Q2 | $10.2M | Buy |
119,645
+15,681
| +15% | +$1.34M | 0.32% | 69 |
|
|
2022
Q1 | $8.59M | Sell |
103,964
-112
| -0.1% | -$9.25K | 0.26% | 83 |
|
|
2021
Q4 | $6.37M | Sell |
104,076
-7,688
| -7% | -$470K | 0.19% | 103 |
|
|
2021
Q3 | $6.57M | Sell |
111,764
-1,130
| -1% | -$66.5K | 0.21% | 95 |
|
|
2021
Q2 | $7.12M | Buy |
112,894
+15,010
| +15% | +$947K | 0.25% | 84 |
|
|
2021
Q1 | $5.47M | Buy |
97,884
+34,058
| +53% | +$1.9M | 0.22% | 91 |
|
|
2020
Q4 | $2.63M | Buy |
63,826
+5,300
| +9% | +$218K | 0.12% | 130 |
|
|
2020
Q3 | $2.01M | Buy |
58,526
+9,285
| +19% | +$319K | 0.12% | 131 |
|
|
2020
Q2 | $2.2M | Buy |
49,241
+12,282
| +33% | +$549K | 0.16% | 105 |
|
|
2020
Q1 | $1.4M | Sell |
36,959
-1,898
| -5% | -$72.1K | 0.13% | 111 |
|
|
2019
Q4 | $2.71M | Buy |
38,857
+11,836
| +44% | +$826K | 0.23% | 81 |
|
|
2019
Q3 | $1.91M | Buy |
27,021
+781
| +3% | +$55.1K | 0.21% | 81 |
|
|
2019
Q2 | $1.88M | Buy |
26,240
+7,838
| +43% | +$563K | 0.25% | 80 |
|
|
2019
Q1 | $1.49M | Buy |
18,402
+1,760
| +11% | +$142K | 0.25% | 81 |
|
|
2018
Q4 | $1.14M | Buy |
16,642
+43
| +0.3% | +$2.93K | 0.31% | 78 |
|
|
2018
Q3 | $1.42M | Sell |
16,599
-279
| -2% | -$23.9K | 0.43% | 59 |
|
|
2018
Q2 | $1.38M | Buy |
16,878
+128
| +0.8% | +$10.5K | 0.47% | 48 |
|
|
2018
Q1 | $1.23M | Buy |
16,750
+601
| +4% | +$44K | 0.49% | 51 |
|
|
2017
Q4 | $1.41M | Buy |
+16,149
| New | +$1.41M | 0.6% | 33 |
|