JWBC
J.W. Burns & Co’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
35,638
-2,242
| -6% | -$242K | 0.47% | 51 |
|
|
2025
Q1 | $4.51M | Sell |
37,880
-314
| -0.8% | -$37.3K | 0.58% | 48 |
|
|
2024
Q4 | $4.11M | Buy |
38,194
+243
| +0.6% | +$26.1K | 0.52% | 47 |
|
|
2024
Q3 | $4.45M | Buy |
37,951
+643
| +2% | +$75.4K | 0.58% | 47 |
|
|
2024
Q2 | $4.29M | Sell |
37,308
-96
| -0.3% | -$11.1K | 0.58% | 47 |
|
|
2024
Q1 | $4.35M | Sell |
37,404
-352
| -0.9% | -$40.9K | 0.61% | 45 |
|
|
2023
Q4 | $3.77M | Sell |
37,756
-147
| -0.4% | -$14.7K | 0.56% | 47 |
|
|
2023
Q3 | $4.46M | Sell |
37,903
-411
| -1% | -$48.3K | 0.72% | 41 |
|
|
2023
Q2 | $4.11M | Sell |
38,314
-165
| -0.4% | -$17.7K | 0.66% | 45 |
|
|
2023
Q1 | $4.22M | Buy |
38,479
+499
| +1% | +$54.7K | 0.72% | 40 |
|
|
2022
Q4 | $4.19M | Buy |
37,980
+352
| +0.9% | +$38.8K | 0.76% | 42 |
|
|
2022
Q3 | $3.29M | Buy |
37,628
+13
| +0% | +$1.14K | 0.64% | 49 |
|
|
2022
Q2 | $3.22M | Buy |
37,615
+2,533
| +7% | +$217K | 0.61% | 49 |
|
|
2022
Q1 | $2.9M | Sell |
35,082
-471
| -1% | -$38.9K | 0.46% | 56 |
|
|
2021
Q4 | $2.18M | Sell |
35,553
-2,646
| -7% | -$162K | 0.32% | 64 |
|
|
2021
Q3 | $2.25M | Sell |
38,199
-3
| -0% | -$176 | 0.35% | 60 |
|
|
2021
Q2 | $2.41M | Sell |
38,202
-418
| -1% | -$26.4K | 0.38% | 61 |
|
|
2021
Q1 | $2.16M | Buy |
38,620
+608
| +2% | +$33.9K | 0.36% | 65 |
|
|
2020
Q4 | $1.57M | Sell |
38,012
-6,581
| -15% | -$271K | 0.28% | 70 |
|
|
2020
Q3 | $1.53M | Sell |
44,593
-5,573
| -11% | -$191K | 0.31% | 68 |
|
|
2020
Q2 | $2.24M | Sell |
50,166
-1,095
| -2% | -$49K | 0.5% | 56 |
|
|
2020
Q1 | $1.95M | Sell |
51,261
-1,200
| -2% | -$45.6K | 0.53% | 57 |
|
|
2019
Q4 | $3.66M | Sell |
52,461
-3,446
| -6% | -$240K | 0.78% | 43 |
|
|
2019
Q3 | $3.95M | Sell |
55,907
-2,753
| -5% | -$194K | 0.91% | 36 |
|
|
2019
Q2 | $4.5M | Sell |
58,660
-1,722
| -3% | -$132K | 1.04% | 26 |
|
|
2019
Q1 | $4.88M | Sell |
60,382
-365
| -0.6% | -$29.5K | 1.19% | 26 |
|
|
2018
Q4 | $4.14M | Sell |
60,747
-1,286
| -2% | -$87.7K | 1.16% | 26 |
|
|
2018
Q3 | $5.27M | Sell |
62,033
-4,228
| -6% | -$359K | 1.24% | 22 |
|
|
2018
Q2 | $5.48M | Sell |
66,261
-1,107
| -2% | -$91.6K | 1.39% | 19 |
|
|
2018
Q1 | $5.03M | Sell |
67,368
-1,283
| -2% | -$95.7K | 1.29% | 23 |
|
|
2017
Q4 | $5.74M | Sell |
68,651
-2,894
| -4% | -$242K | 1.46% | 17 |
|
|
2017
Q3 | $5.87M | Sell |
71,545
-307
| -0.4% | -$25.2K | 1.57% | 18 |
|
|
2017
Q2 | $5.8M | Sell |
71,852
-1,020
| -1% | -$82.4K | 1.56% | 18 |
|
|
2017
Q1 | $5.98M | Sell |
72,872
-3,783
| -5% | -$310K | 1.65% | 13 |
|
|
2016
Q4 | $6.92M | Sell |
76,655
-78
| -0.1% | -$7.04K | 2.03% | 11 |
|
|
2016
Q3 | $6.7M | Sell |
76,733
-23
| -0% | -$2.01K | 2.06% | 10 |
|
|
2016
Q2 | $7.2M | Sell |
76,756
-1,512
| -2% | -$142K | 2.19% | 10 |
|
|
2016
Q1 | $6.54M | Buy |
78,268
+1,368
| +2% | +$114K | 2.08% | 10 |
|
|
2015
Q4 | $5.99M | Buy |
76,900
+772
| +1% | +$60.2K | 1.9% | 12 |
|
|
2015
Q3 | $5.66M | Sell |
76,128
-520
| -0.7% | -$38.7K | 1.94% | 11 |
|
|
2015
Q2 | $6.38M | Sell |
76,648
-1,458
| -2% | -$121K | 2.09% | 12 |
|
|
2015
Q1 | $6.64M | Sell |
78,106
-2,065
| -3% | -$176K | 2.18% | 10 |
|
|
2014
Q4 | $7.41M | Sell |
80,171
-3,948
| -5% | -$365K | 2.44% | 10 |
|
|
2014
Q3 | $7.91M | Sell |
84,119
-9,332
| -10% | -$878K | 2.67% | 9 |
|
|
2014
Q2 | $9.41M | Sell |
93,451
-506
| -0.5% | -$50.9K | 3.13% | 5 |
|
|
2014
Q1 | $9.18M | Buy |
93,957
+807
| +0.9% | +$78.8K | 3.25% | 4 |
|
|
2013
Q4 | $9.43M | Buy |
93,150
+1,230
| +1% | +$124K | 3.27% | 5 |
|
|
2013
Q3 | $7.91M | Buy |
91,920
+69
| +0.1% | +$5.94K | 3.03% | 6 |
|
|
2013
Q2 | $8.3M | Buy |
+91,851
| New | +$8.3M | 3.41% | 5 |
|