LWANC
Laurel Wealth Advisors (North Carolina)’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Buy |
3,095,106
+3,066,736
| +10,810% | +$28.4M | 0.41% | 53 |
|
|
2025
Q1 | $3.37M | Sell |
28,370
-785
| -3% | -$93.4K | 0.53% | 49 |
|
|
2024
Q4 | $3.14M | Buy |
29,155
+716
| +3% | +$77K | 0.49% | 51 |
|
|
2024
Q3 | $3.33M | Buy |
28,439
+884
| +3% | +$104K | 0.53% | 46 |
|
|
2024
Q2 | $3.17M | Sell |
27,555
-135
| -0.5% | -$15.5K | 0.55% | 47 |
|
|
2024
Q1 | $3.22M | Buy |
27,690
+1,381
| +5% | +$161K | 0.55% | 48 |
|
|
2023
Q4 | $2.63M | Buy |
26,309
+1,428
| +6% | +$143K | 0.5% | 55 |
|
|
2023
Q3 | $2.93M | Buy |
24,881
+525
| +2% | +$61.7K | 0.62% | 46 |
|
|
2023
Q2 | $2.61M | Sell |
24,356
-733
| -3% | -$78.6K | 0.52% | 56 |
|
|
2023
Q1 | $2.75M | Buy |
25,089
+1,990
| +9% | +$218K | 0.58% | 51 |
|
|
2022
Q4 | $2.55M | Sell |
23,099
-122
| -0.5% | -$13.5K | 0.58% | 51 |
|
|
2022
Q3 | $2.03M | Buy |
23,221
+562
| +2% | +$49.1K | 0.5% | 61 |
|
|
2022
Q2 | $1.94M | Sell |
22,659
-277
| -1% | -$23.7K | 0.47% | 63 |
|
|
2022
Q1 | $1.89M | Buy |
22,936
+1,357
| +6% | +$112K | 0.4% | 64 |
|
|
2021
Q4 | $1.32M | Sell |
21,579
-1,700
| -7% | -$104K | 0.27% | 82 |
|
|
2021
Q3 | $1.37M | Sell |
23,279
-1,051
| -4% | -$61.8K | 0.3% | 74 |
|
|
2021
Q2 | $1.54M | Buy |
24,330
+141
| +0.6% | +$8.9K | 0.33% | 71 |
|
|
2021
Q1 | $1.35M | Sell |
24,189
-456
| -2% | -$25.5K | 0.33% | 70 |
|
|
2020
Q4 | $1.02M | Sell |
24,645
-4,802
| -16% | -$198K | 0.26% | 80 |
|
|
2020
Q3 | $1.01M | Sell |
29,447
-2,317
| -7% | -$79.5K | 0.3% | 73 |
|
|
2020
Q2 | $1.42M | Sell |
31,764
-2,440
| -7% | -$109K | 0.47% | 60 |
|
|
2020
Q1 | $1.3M | Sell |
34,204
-2,360
| -6% | -$89.6K | 0.49% | 64 |
|
|
2019
Q4 | $2.55M | Sell |
36,564
-714
| -2% | -$49.8K | 0.8% | 41 |
|
|
2019
Q3 | $2.63M | Buy |
37,278
+1,173
| +3% | +$82.8K | 0.9% | 34 |
|
|
2019
Q2 | $2.77M | Buy |
36,105
+107
| +0.3% | +$8.2K | 0.97% | 32 |
|
|
2019
Q1 | $2.91M | Sell |
35,998
-787
| -2% | -$63.6K | 1.07% | 30 |
|
|
2018
Q4 | $2.51M | Buy |
+36,785
| New | +$2.51M | 1.01% | 31 |
|