OWA
Outlook Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
26,140
-1,911
| -7% | -$206K | 0.72% | 24 |
|
|
2025
Q1 | $3.34M | Buy |
28,051
+69
| +0.2% | +$8.21K | 0.93% | 22 |
|
|
2024
Q4 | $3.01M | Sell |
27,982
-21
| -0.1% | -$2.26K | 0.86% | 24 |
|
|
2024
Q3 | $3.28M | Sell |
28,003
-525
| -2% | -$61.5K | 0.94% | 23 |
|
|
2024
Q2 | $3.28M | Buy |
28,528
+5,759
| +25% | +$663K | 1.02% | 22 |
|
|
2024
Q1 | $2.65M | Sell |
22,769
-7,248
| -24% | -$843K | 0.82% | 28 |
|
|
2023
Q4 | $3M | Sell |
30,017
-368
| -1% | -$36.8K | 1.05% | 23 |
|
|
2023
Q3 | $3.57M | Buy |
30,385
+590
| +2% | +$69.4K | 1.36% | 17 |
|
|
2023
Q2 | $3.2M | Buy |
29,795
+412
| +1% | +$44.2K | 1.21% | 19 |
|
|
2023
Q1 | $3.22M | Sell |
29,383
-122
| -0.4% | -$13.4K | 1.43% | 13 |
|
|
2022
Q4 | $3.25M | Sell |
29,505
-1,060
| -3% | -$117K | 1.55% | 12 |
|
|
2022
Q3 | $2.67M | Sell |
30,565
-1,203
| -4% | -$105K | 1.2% | 21 |
|
|
2022
Q2 | $2.72M | Sell |
31,768
-1,098
| -3% | -$94K | 1.11% | 22 |
|
|
2022
Q1 | $2.72M | Sell |
32,866
-2,919
| -8% | -$241K | 0.91% | 20 |
|
|
2021
Q4 | $2.19M | Sell |
35,785
-2,049
| -5% | -$125K | 0.64% | 31 |
|
|
2021
Q3 | $2.23M | Buy |
37,834
+4,603
| +14% | +$271K | 0.73% | 33 |
|
|
2021
Q2 | $2.1M | Sell |
33,231
-301
| -0.9% | -$19K | 0.67% | 39 |
|
|
2021
Q1 | $1.87M | Sell |
33,532
-5,770
| -15% | -$322K | 0.65% | 37 |
|
|
2020
Q4 | $1.62M | Buy |
39,302
+12,776
| +48% | +$527K | 0.59% | 45 |
|
|
2020
Q3 | $911K | Sell |
26,526
-1,512
| -5% | -$51.9K | 0.36% | 62 |
|
|
2020
Q2 | $1.25M | Sell |
28,038
-1,617
| -5% | -$72.3K | 0.53% | 52 |
|
|
2020
Q1 | $1.13M | Buy |
29,655
+25,112
| +553% | +$954K | 0.64% | 41 |
|
|
2019
Q4 | $502K | Sell |
4,543
-25,566
| -85% | -$2.83M | 0.28% | 59 |
|
|
2019
Q3 | $2.13M | Sell |
30,109
-67
| -0.2% | -$4.73K | 1.27% | 17 |
|
|
2019
Q2 | $2.31M | Buy |
30,176
+19,646
| +187% | +$1.51M | 1.52% | 12 |
|
|
2019
Q1 | $851K | Buy |
10,530
+4,874
| +86% | +$394K | 0.7% | 35 |
|
|
2018
Q4 | $3.86M | Buy |
+5,656
| New | +$3.86M | 1.76% | 10 |
|