IPW
IronBridge Private Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $467K | Sell |
3,926
-60,605
| -94% | -$7.21M | 0.18% | 35 |
|
|
2024
Q4 | $6.94M | Sell |
64,531
-902
| -1% | -$97K | 2.55% | 10 |
|
|
2024
Q3 | $7.67M | Sell |
65,433
-2,739
| -4% | -$321K | 2.86% | 10 |
|
|
2024
Q2 | $7.85M | Buy |
68,172
+2,900
| +4% | +$334K | 2.94% | 11 |
|
|
2024
Q1 | $7.59M | Buy |
65,272
+2,667
| +4% | +$310K | 3.15% | 11 |
|
|
2023
Q4 | $6.26M | Buy |
62,605
+23,963
| +62% | +$2.4M | 3.05% | 12 |
|
|
2023
Q3 | $4.54M | Buy |
38,642
+402
| +1% | +$47.3K | 2.46% | 11 |
|
|
2023
Q2 | $4.1M | Buy |
38,240
+20,395
| +114% | +$2.19M | 2.31% | 12 |
|
|
2023
Q1 | $1.96M | Buy |
17,845
+14,425
| +422% | +$1.58M | 1.25% | 21 |
|
|
2022
Q4 | $377K | Hold |
3,420
| – | – | 0.31% | 20 |
|
|
2022
Q3 | $299K | Sell |
3,420
-360
| -10% | -$31.5K | 0.26% | 17 |
|
|
2022
Q2 | $324K | Buy |
3,780
+1
| +0% | +$86 | 0.24% | 25 |
|
|
2022
Q1 | $312K | Sell |
3,779
-2,260
| -37% | -$187K | 0.19% | 30 |
|
|
2021
Q4 | $369K | Buy |
6,039
+2,623
| +77% | +$160K | 0.19% | 31 |
|
|
2021
Q3 | $201K | Buy |
3,416
+1
| +0% | +$59 | 0.11% | 32 |
|
|
2021
Q2 | $215K | Buy |
3,415
+2
| +0.1% | +$126 | 0.13% | 32 |
|
|
2021
Q1 | $191K | Buy |
3,413
+1
| +0% | +$56 | 0.12% | 33 |
|
|
2020
Q4 | $141K | Buy |
+3,412
| New | +$141K | 0.1% | 34 |
|