NWM
Northwest Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
10,876
-70
| -0.6% | -$7.55K | 0.21% | 63 |
|
|
2025
Q1 | $1.3M | Sell |
10,946
-15
| -0.1% | -$1.78K | 0.26% | 61 |
|
|
2024
Q4 | $1.18M | Sell |
10,961
-3,229
| -23% | -$347K | 0.25% | 62 |
|
|
2024
Q3 | $1.66M | Sell |
14,190
-12
| -0.1% | -$1.41K | 0.39% | 52 |
|
|
2024
Q2 | $1.63M | Buy |
14,202
+394
| +3% | +$45.4K | 0.42% | 49 |
|
|
2024
Q1 | $1.61M | Buy |
13,808
+16
| +0.1% | +$1.86K | 0.44% | 48 |
|
|
2023
Q4 | $1.38M | Buy |
13,792
+324
| +2% | +$32.4K | 0.42% | 54 |
|
|
2023
Q3 | $1.58M | Sell |
13,468
-7
| -0.1% | -$823 | 0.57% | 44 |
|
|
2023
Q2 | $1.45M | Buy |
13,475
+7
| +0.1% | +$751 | 0.52% | 48 |
|
|
2023
Q1 | $1.48M | Buy |
13,468
+2,975
| +28% | +$326K | 0.56% | 46 |
|
|
2022
Q4 | $1.16M | Sell |
10,493
-661
| -6% | -$72.9K | 0.5% | 54 |
|
|
2022
Q3 | $974K | Buy |
11,154
+412
| +4% | +$36K | 0.43% | 59 |
|
|
2022
Q2 | $920K | Buy |
10,742
+2,364
| +28% | +$202K | 0.4% | 59 |
|
|
2022
Q1 | $692K | Buy |
8,378
+340
| +4% | +$28.1K | 0.34% | 71 |
|
|
2021
Q4 | $492K | Buy |
8,038
+2,938
| +58% | +$180K | 0.23% | 82 |
|
|
2021
Q3 | $300K | Sell |
5,100
-3,170
| -38% | -$186K | 0.15% | 96 |
|
|
2021
Q2 | $522K | Buy |
8,270
+2,311
| +39% | +$146K | 0.28% | 74 |
|
|
2021
Q1 | $333K | Sell |
5,959
-356
| -6% | -$19.9K | 0.21% | 91 |
|
|
2020
Q4 | $260K | Sell |
6,315
-64
| -1% | -$2.64K | 0.18% | 96 |
|
|
2020
Q3 | $219K | Sell |
6,379
-39
| -0.6% | -$1.34K | 0.18% | 93 |
|
|
2020
Q2 | $287K | Buy |
6,418
+771
| +14% | +$34.5K | 0.25% | 78 |
|
|
2020
Q1 | $214K | Buy |
5,647
+1,689
| +43% | +$64K | 0.22% | 84 |
|
|
2019
Q4 | $276K | Sell |
3,958
-1,052
| -21% | -$73.4K | 0.25% | 82 |
|
|
2019
Q3 | $354K | Sell |
5,010
-38
| -0.8% | -$2.69K | 0.29% | 83 |
|
|
2019
Q2 | $387K | Buy |
5,048
+3
| +0.1% | +$230 | 0.31% | 79 |
|
|
2019
Q1 | $408K | Buy |
5,045
+2
| +0% | +$162 | 0.31% | 72 |
|
|
2018
Q4 | $344K | Buy |
5,043
+1,032
| +26% | +$70.4K | 0.29% | 75 |
|
|
2018
Q3 | $341K | Sell |
4,011
-432
| -10% | -$36.7K | 0.26% | 76 |
|
|
2018
Q2 | $368K | Sell |
4,443
-1,181
| -21% | -$97.8K | 0.28% | 72 |
|
|
2018
Q1 | $420K | Buy |
5,624
+1,359
| +32% | +$101K | 0.31% | 69 |
|
|
2017
Q4 | $357K | Sell |
4,265
-83
| -2% | -$6.95K | 0.29% | 67 |
|
|
2017
Q3 | $356K | Sell |
4,348
-2,683
| -38% | -$220K | 0.5% | 44 |
|
|
2017
Q2 | $568K | Sell |
7,031
-613
| -8% | -$49.5K | 0.52% | 46 |
|
|
2017
Q1 | $627K | Buy |
7,644
+765
| +11% | +$62.7K | 0.58% | 41 |
|
|
2016
Q4 | $621K | Buy |
+6,879
| New | +$621K | 0.63% | 40 |
|