LWA
Lowe Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Sell |
4,934
-38
| -0.8% | -$4.1K | 0.21% | 37 |
|
|
2025
Q1 | $591K | Hold |
4,972
| – | – | 0.25% | 35 |
|
|
2024
Q4 | $535K | Buy |
4,972
+59
| +1% | +$6.35K | 0.23% | 32 |
|
|
2024
Q3 | $576K | Hold |
4,913
| – | – | 0.25% | 32 |
|
|
2024
Q2 | $566K | Sell |
4,913
-25
| -0.5% | -$2.88K | 0.26% | 31 |
|
|
2024
Q1 | $574K | Hold |
4,938
| – | – | 0.27% | 31 |
|
|
2023
Q4 | $494K | Sell |
4,938
-43
| -0.9% | -$4.3K | 0.24% | 31 |
|
|
2023
Q3 | $586K | Sell |
4,981
-138
| -3% | -$16.2K | 0.31% | 28 |
|
|
2023
Q2 | $549K | Sell |
5,119
-60
| -1% | -$6.44K | 0.28% | 29 |
|
|
2023
Q1 | $568K | Sell |
5,179
-547
| -10% | -$60K | 0.31% | 25 |
|
|
2022
Q4 | $632K | Buy |
5,726
+97
| +2% | +$10.7K | 0.35% | 26 |
|
|
2022
Q3 | $491K | Buy |
5,629
+185
| +3% | +$16.1K | 0.29% | 28 |
|
|
2022
Q2 | $466K | Hold |
5,444
| – | – | 0.25% | 30 |
|
|
2022
Q1 | $450K | Hold |
5,444
| – | – | 0.2% | 30 |
|
|
2021
Q4 | $333K | Sell |
5,444
-70
| -1% | -$4.28K | 0.15% | 35 |
|
|
2021
Q3 | $324K | Sell |
5,514
-70
| -1% | -$4.11K | 0.15% | 35 |
|
|
2021
Q2 | $352K | Hold |
5,584
| – | – | 0.17% | 32 |
|
|
2021
Q1 | $312K | Sell |
5,584
-45
| -0.8% | -$2.51K | 0.16% | 31 |
|
|
2020
Q4 | $232K | Sell |
5,629
-120
| -2% | -$4.95K | 0.12% | 32 |
|
|
2020
Q3 | $197K | Sell |
5,749
-185
| -3% | -$6.34K | 0.11% | 33 |
|
|
2020
Q2 | $265K | Buy |
5,934
+138
| +2% | +$6.16K | 0.16% | 26 |
|
|
2020
Q1 | $220K | Buy |
5,796
+3,768
| +186% | +$143K | 0.15% | 27 |
|
|
2019
Q4 | $142K | Sell |
2,028
-592
| -23% | -$41.5K | 0.08% | 36 |
|
|
2019
Q3 | $185K | Sell |
2,620
-238
| -8% | -$16.8K | 0.11% | 33 |
|
|
2019
Q2 | $219K | Sell |
2,858
-131
| -4% | -$10K | 0.13% | 30 |
|
|
2019
Q1 | $241K | Buy |
2,989
+2
| +0.1% | +$161 | 0.15% | 29 |
|
|
2018
Q4 | $204K | Sell |
2,987
-132
| -4% | -$9.02K | 0.14% | 28 |
|
|
2018
Q3 | $265K | Sell |
3,119
-97
| -3% | -$8.24K | 0.16% | 30 |
|
|
2018
Q2 | $266K | Buy |
3,216
+2
| +0.1% | +$165 | 0.17% | 30 |
|
|
2018
Q1 | $240K | Buy |
3,214
+27
| +0.8% | +$2.02K | 0.15% | 33 |
|
|
2017
Q4 | $267K | Sell |
3,187
-221
| -6% | -$18.5K | 0.16% | 32 |
|
|
2017
Q3 | $279K | Buy |
3,408
+161
| +5% | +$13.2K | 0.17% | 30 |
|
|
2017
Q2 | $262K | Hold |
3,247
| – | – | 0.17% | 32 |
|
|
2017
Q1 | $266K | Hold |
3,247
| – | – | 0.17% | 31 |
|
|
2016
Q4 | $293K | Sell |
3,247
-62
| -2% | -$5.6K | 0.2% | 29 |
|
|
2016
Q3 | $289K | Hold |
3,309
| – | – | 0.2% | 28 |
|
|
2016
Q2 | $310K | Sell |
3,309
-110
| -3% | -$10.3K | 0.21% | 29 |
|
|
2016
Q1 | $286K | Sell |
3,419
-85
| -2% | -$7.11K | 0.2% | 30 |
|
|
2015
Q4 | $273K | Sell |
3,504
-229
| -6% | -$17.8K | 0.19% | 31 |
|
|
2015
Q3 | $278K | Buy |
3,733
+140
| +4% | +$10.4K | 0.21% | 27 |
|
|
2015
Q2 | $299K | Buy |
3,593
+14
| +0.4% | +$1.17K | 0.2% | 27 |
|
|
2015
Q1 | $304K | Sell |
3,579
-50
| -1% | -$4.25K | 0.21% | 26 |
|
|
2014
Q4 | $336K | Buy |
+3,629
| New | +$336K | 0.24% | 22 |
|