JWM
Jupiter Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Hold |
5,000
| – | – | 0.27% | 59 |
|
|
2025
Q1 | $532K | Hold |
5,000
| – | – | 0.32% | 52 |
|
|
2024
Q4 | $538K | Hold |
5,000
| – | – | 0.27% | 61 |
|
|
2024
Q3 | $586K | Hold |
5,000
| – | – | 0.3% | 61 |
|
|
2024
Q2 | $593K | Sell |
5,000
-2,000
| -29% | -$237K | 0.31% | 57 |
|
|
2024
Q1 | $813K | Buy |
7,000
+2,000
| +40% | +$232K | 0.43% | 52 |
|
|
2023
Q4 | $500K | Hold |
5,000
| – | – | 0.29% | 61 |
|
|
2023
Q3 | $519K | Sell |
5,000
-9,000
| -64% | -$934K | 0.34% | 58 |
|
|
2023
Q2 | $1.5M | Hold |
14,000
| – | – | 1.29% | 22 |
|
|
2023
Q1 | $1.54M | Hold |
14,000
| – | – | 1.41% | 22 |
|
|
2022
Q4 | $1.54M | Sell |
14,000
-2,000
| -13% | -$221K | 1.49% | 23 |
|
|
2022
Q3 | $1.4M | Buy |
16,000
+4,000
| +33% | +$349K | 1.4% | 25 |
|
|
2022
Q2 | $1.03M | Sell |
12,000
-1,000
| -8% | -$85.6K | 0.94% | 29 |
|
|
2022
Q1 | $1.07M | Buy |
13,000
+8,000
| +160% | +$660K | 0.67% | 36 |
|
|
2021
Q4 | $305K | Buy |
+5,000
| New | +$305K | 0.16% | 73 |
|
|
2020
Q3 | – | Sell |
-6,566
| Closed | -$279K | – | 91 |
|
|
2020
Q2 | $279K | Hold |
6,566
| – | – | 0.14% | 66 |
|
|
2020
Q1 | $283K | Sell |
6,566
-36,991
| -85% | -$1.59M | 0.16% | 57 |
|
|
2019
Q4 | $3.01M | Buy |
43,557
+2,880
| +7% | +$199K | 1.46% | 26 |
|
|
2019
Q3 | $2.87M | Sell |
40,677
-35
| -0.1% | -$2.47K | 1.53% | 25 |
|
|
2019
Q2 | $3.07M | Buy |
40,712
+145
| +0.4% | +$10.9K | 1.52% | 27 |
|
|
2019
Q1 | $3.29M | Buy |
+40,567
| New | +$3.29M | 1.59% | 27 |
|