PWMG
Prestige Wealth Management Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
25,280
+1,488
| +6% | +$160K | 0.56% | 35 |
|
|
2025
Q1 | $2.83M | Sell |
23,792
-1,530
| -6% | -$182K | 0.6% | 30 |
|
|
2024
Q4 | $2.72M | Buy |
25,322
+306
| +1% | +$32.9K | 0.57% | 35 |
|
|
2024
Q3 | $2.93M | Sell |
25,016
-99
| -0.4% | -$11.6K | 0.61% | 33 |
|
|
2024
Q2 | $2.89M | Sell |
25,115
-3,750
| -13% | -$432K | 0.62% | 35 |
|
|
2024
Q1 | $3.36M | Buy |
28,865
+125
| +0.4% | +$14.5K | 0.72% | 31 |
|
|
2023
Q4 | $2.87M | Sell |
28,740
-707
| -2% | -$70.7K | 0.65% | 32 |
|
|
2023
Q3 | $3.46M | Buy |
29,447
+110
| +0.4% | +$12.9K | 0.85% | 22 |
|
|
2023
Q2 | $3.15M | Buy |
29,337
+4,729
| +19% | +$507K | 0.75% | 24 |
|
|
2023
Q1 | $2.7M | Sell |
24,608
-2
| -0% | -$219 | 0.68% | 28 |
|
|
2022
Q4 | $2.71M | Sell |
24,610
-2,558
| -9% | -$282K | 0.71% | 26 |
|
|
2022
Q3 | $2.37M | Sell |
27,168
-7
| -0% | -$611 | 0.67% | 29 |
|
|
2022
Q2 | $2.33M | Sell |
27,175
-1,784
| -6% | -$153K | 0.63% | 30 |
|
|
2022
Q1 | $2.39M | Sell |
28,959
-28,753
| -50% | -$2.37M | 0.59% | 32 |
|
|
2021
Q4 | $3.53M | Sell |
57,712
-3,998
| -6% | -$245K | 0.84% | 22 |
|
|
2021
Q3 | $3.63M | Buy |
61,710
+5,240
| +9% | +$308K | 0.93% | 22 |
|
|
2021
Q2 | $3.56M | Sell |
56,470
-1,038
| -2% | -$65.5K | 0.95% | 21 |
|
|
2021
Q1 | $3.21M | Buy |
57,508
+25,137
| +78% | +$1.4M | 0.88% | 20 |
|
|
2020
Q4 | $1.33M | Buy |
32,371
+282
| +0.9% | +$11.6K | 0.37% | 36 |
|
|
2020
Q3 | $1.1M | Sell |
32,089
-2,814
| -8% | -$96.6K | 0.33% | 38 |
|
|
2020
Q2 | $1.56M | Buy |
34,903
+1,045
| +3% | +$46.7K | 0.55% | 23 |
|
|
2020
Q1 | $1.29M | Sell |
33,858
-9,861
| -23% | -$374K | 0.54% | 25 |
|
|
2019
Q4 | $3.05M | Buy |
43,719
+5,846
| +15% | +$408K | 1.67% | 11 |
|
|
2019
Q3 | $2.67M | Sell |
37,873
-140
| -0.4% | -$9.89K | 1.57% | 11 |
|
|
2019
Q2 | $2.91M | Buy |
38,013
+60
| +0.2% | +$4.6K | 1.76% | 10 |
|
|
2019
Q1 | $3.07M | Sell |
37,953
-305
| -0.8% | -$24.6K | 1.88% | 9 |
|
|
2018
Q4 | $2.61M | Buy |
+38,258
| New | +$2.61M | 1.92% | 11 |
|