JWM
Janiczek Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.03M | Buy |
17,658
+1,382
| +8% | +$159K | 0.43% | 27 |
|
|
2024
Q1 | $1.89M | Sell |
16,276
-386
| -2% | -$44.9K | 0.4% | 29 |
|
|
2023
Q4 | $1.67M | Buy |
16,662
+1,486
| +10% | +$149K | 0.4% | 28 |
|
|
2023
Q3 | $1.78M | Buy |
15,176
+4,354
| +40% | +$512K | 0.47% | 24 |
|
|
2023
Q2 | $1.16M | Sell |
10,822
-327
| -3% | -$35.1K | 0.32% | 31 |
|
|
2023
Q1 | $1.29M | Sell |
11,149
-195
| -2% | -$22.6K | 0.37% | 27 |
|
|
2022
Q4 | $1.28M | Sell |
11,344
-255
| -2% | -$28.9K | 0.36% | 31 |
|
|
2022
Q3 | $1.15M | Buy |
11,599
+840
| +8% | +$83K | 0.37% | 30 |
|
|
2022
Q2 | $1.04M | Buy |
10,759
+871
| +9% | +$84.4K | 0.31% | 32 |
|
|
2022
Q1 | $817K | Buy |
9,888
+546
| +6% | +$45.1K | 0.23% | 37 |
|
|
2021
Q4 | $572K | Buy |
9,342
+446
| +5% | +$27.3K | 0.17% | 47 |
|
|
2021
Q3 | $523K | Sell |
8,896
-211
| -2% | -$12.4K | 0.18% | 43 |
|
|
2021
Q2 | $574K | Buy |
9,107
+228
| +3% | +$14.4K | 0.21% | 37 |
|
|
2021
Q1 | $496K | Buy |
8,879
+638
| +8% | +$35.6K | 0.2% | 38 |
|
|
2020
Q4 | $340K | Buy |
8,241
+2,359
| +40% | +$97.3K | 0.16% | 38 |
|
|
2020
Q3 | $202K | Buy |
5,882
+3,785
| +180% | +$130K | 0.11% | 44 |
|
|
2020
Q2 | $94K | Buy |
2,097
+308
| +17% | +$13.8K | 0.05% | 57 |
|
|
2020
Q1 | $68K | Hold |
1,789
| – | – | 0.04% | 53 |
|
|
2019
Q4 | $125K | Hold |
1,789
| – | – | 0.06% | 51 |
|
|
2019
Q3 | $126K | Hold |
1,789
| – | – | 0.06% | 48 |
|
|
2019
Q2 | $137K | Hold |
1,789
| – | – | 0.06% | 44 |
|
|
2019
Q1 | $145K | Sell |
1,789
-2,783
| -61% | -$226K | 0.07% | 47 |
|
|
2018
Q4 | $312K | Hold |
4,572
| – | – | 0.16% | 30 |
|
|
2018
Q3 | $389K | Hold |
4,572
| – | – | 0.2% | 26 |
|
|
2018
Q2 | $378K | Hold |
4,572
| – | – | 0.2% | 28 |
|
|
2018
Q1 | $341K | Hold |
4,572
| – | – | 0.19% | 30 |
|
|
2017
Q4 | $382K | Hold |
4,572
| – | – | 0.21% | 24 |
|
|
2017
Q3 | $375K | Hold |
4,572
| – | – | 0.21% | 26 |
|
|
2017
Q2 | $369K | Hold |
4,572
| – | – | 0.22% | 25 |
|
|
2017
Q1 | $375K | Hold |
4,572
| – | – | 0.21% | 21 |
|
|
2016
Q4 | $413K | Buy |
+4,572
| New | +$413K | 0.18% | 17 |
|