LWM
Liberty Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
6,412
+37
| +0.6% | +$3.99K | 0.11% | 102 |
|
|
2025
Q1 | $758K | Sell |
6,375
-716
| -10% | -$85.2K | 0.15% | 72 |
|
|
2024
Q4 | $763K | Buy |
7,091
+2,177
| +44% | +$234K | 0.13% | 88 |
|
|
2024
Q3 | $576K | Sell |
4,914
-133,423
| -96% | -$15.6M | 0.1% | 108 |
|
|
2024
Q2 | $449K | Buy |
138,337
+134,550
| +3,553% | +$437K | 0.08% | 119 |
|
|
2024
Q1 | $440K | Sell |
3,787
-337
| -8% | -$39.2K | 0.09% | 112 |
|
|
2023
Q4 | $412K | Buy |
4,124
+40
| +1% | +$4K | 0.09% | 109 |
|
|
2023
Q3 | $480K | Buy |
4,084
+1,071
| +36% | +$126K | 0.12% | 95 |
|
|
2023
Q2 | $323K | Sell |
3,013
-423
| -12% | -$45.4K | 0.08% | 130 |
|
|
2023
Q1 | $377K | Buy |
+3,436
| New | +$377K | 0.08% | 146 |
|
|
2022
Q3 | $318K | Sell |
3,653
-357
| -9% | -$31.1K | 0.08% | 104 |
|
|
2022
Q2 | $343K | Buy |
4,010
+123
| +3% | +$10.5K | 0.14% | 102 |
|
|
2022
Q1 | $322K | Sell |
3,887
-88
| -2% | -$7.29K | 0.12% | 103 |
|
|
2021
Q4 | $243 | Sell |
3,975
-2,113
| -35% | -$129 | 0.01% | 137 |
|
|
2021
Q3 | $369K | Buy |
6,088
+1,813
| +42% | +$110K | 0.13% | 100 |
|
|
2021
Q2 | $270K | Sell |
4,275
-376
| -8% | -$23.7K | 0.11% | 108 |
|
|
2021
Q1 | $208K | Hold |
4,651
| – | – | 0.1% | 106 |
|
|
2020
Q4 | $208K | Buy |
4,651
+1,342
| +41% | +$60K | 0.1% | 105 |
|
|
2020
Q3 | $114K | Sell |
3,309
-182
| -5% | -$6.27K | 0.07% | 150 |
|
|
2020
Q2 | $156K | Buy |
3,491
+200
| +6% | +$8.94K | 0.11% | 108 |
|
|
2020
Q1 | $125K | Buy |
3,291
+154
| +5% | +$5.85K | 0.11% | 121 |
|
|
2019
Q4 | $219K | Sell |
3,137
-725
| -19% | -$50.6K | 0.17% | 97 |
|
|
2019
Q3 | $273K | Sell |
3,862
-543
| -12% | -$38.4K | 0.26% | 75 |
|
|
2019
Q2 | $338K | Buy |
4,405
+873
| +25% | +$67K | 0.3% | 74 |
|
|
2019
Q1 | $285K | Sell |
3,532
-93
| -3% | -$7.5K | 0.21% | 70 |
|
|
2018
Q4 | $247K | Buy |
+3,625
| New | +$247K | 0.18% | 73 |
|