Integrated Wealth Concepts’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
Q2 | $28.1M | Buy |
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|
2025
Q1 | $30.3M | Buy |
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|
2024
Q4 | $26.7M | Buy |
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|
2024
Q3 | $28.6M | Buy |
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|
2024
Q2 | $24.5M | Buy |
|
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|
2024
Q1 | $24M | Buy |
|
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|
2023
Q4 | $20.2M | Sell |
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|
2023
Q3 | $24.7M | Buy |
|
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|
2023
Q2 | $22.2M | Buy |
|
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|
2023
Q1 | $19.7M | Buy |
|
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|
2022
Q4 | $13.9M | Buy |
|
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|
2022
Q3 | $10.8M | Buy |
|
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|
2022
Q2 | $10.2M | Buy |
|
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|
2022
Q1 | $8.59M | Sell |
|
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|
2021
Q4 | $6.37M | Sell |
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|
2021
Q3 | $6.57M | Sell |
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|
2021
Q2 | $7.12M | Buy |
|
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|
2021
Q1 | $5.46M | Buy |
|
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|
2020
Q4 | $2.63M | Buy |
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|
2020
Q3 | $2.01M | Buy |
|
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|
2020
Q2 | $2.2M | Buy |
|
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|
2020
Q1 | $1.4M | Sell |
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|
2019
Q4 | $2.71M | Buy |
|
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|
2019
Q3 | $1.91M | Buy |
|
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|
2019
Q2 | $1.88M | Buy |
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|
2019
Q1 | $1.49M | Buy |
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|
2018
Q4 | $1.14M | Buy |
|
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|
2018
Q3 | $1.42M | Sell |
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|
2018
Q2 | $1.38M | Buy |
|
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.41M | Buy |
|