QPWM
Quadrant Private Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Buy |
51,361
+439
| +0.9% | +$47.3K | 1.15% | 21 |
|
|
2025
Q1 | $6.06M | Sell |
50,922
-316
| -0.6% | -$37.6K | 1.51% | 17 |
|
|
2024
Q4 | $5.51M | Buy |
51,238
+2,311
| +5% | +$249K | 1.36% | 21 |
|
|
2024
Q3 | $5.74M | Sell |
48,927
-260
| -0.5% | -$30.5K | 1.42% | 19 |
|
|
2024
Q2 | $5.66M | Buy |
49,187
+4,802
| +11% | +$553K | 1.3% | 18 |
|
|
2024
Q1 | $5.16M | Buy |
44,385
+2,177
| +5% | +$253K | 1.31% | 17 |
|
|
2023
Q4 | $4.22M | Buy |
42,208
+1,113
| +3% | +$111K | 1.17% | 18 |
|
|
2023
Q3 | $4.83M | Sell |
41,095
-1,624
| -4% | -$191K | 1.63% | 13 |
|
|
2023
Q2 | $4.58M | Sell |
42,719
-1,044
| -2% | -$112K | 1.33% | 15 |
|
|
2023
Q1 | $4.8M | Buy |
43,763
+587
| +1% | +$64.4K | 1.5% | 12 |
|
|
2022
Q4 | $4.76M | Buy |
+43,176
| New | +$4.76M | 1.6% | 11 |
|
|
2022
Q2 | $4.01M | Sell |
46,805
-1,478
| -3% | -$127K | 1.65% | 11 |
|
|
2022
Q1 | $3.99M | Sell |
48,283
-1,214
| -2% | -$100K | 1.49% | 15 |
|
|
2021
Q4 | $3.03M | Sell |
49,497
-7,360
| -13% | -$450K | 1.13% | 24 |
|
|
2021
Q3 | $3.34M | Sell |
56,857
-938
| -2% | -$55.2K | 1.38% | 17 |
|
|
2021
Q2 | $3.65M | Buy |
57,795
+226
| +0.4% | +$14.3K | 1.48% | 16 |
|
|
2021
Q1 | $3.21M | Buy |
57,569
+2,641
| +5% | +$147K | 1.4% | 18 |
|
|
2020
Q4 | $2.26M | Sell |
54,928
-976
| -2% | -$40.2K | 1.01% | 26 |
|
|
2020
Q3 | $1.92M | Buy |
55,904
+1,026
| +2% | +$35.2K | 0.97% | 30 |
|
|
2020
Q2 | $2.45M | Buy |
54,878
+6,661
| +14% | +$298K | 1.42% | 16 |
|
|
2020
Q1 | $1.83M | Buy |
48,217
+23,911
| +98% | +$908K | 1.53% | 13 |
|
|
2019
Q4 | $1.7M | Sell |
24,306
-66
| -0.3% | -$4.61K | 1.52% | 18 |
|
|
2019
Q3 | $1.72M | Buy |
24,372
+1
| +0% | +$71 | 1.58% | 18 |
|
|
2019
Q2 | $1.87M | Buy |
24,371
+140
| +0.6% | +$10.7K | 1.7% | 17 |
|
|
2019
Q1 | $1.96M | Buy |
24,231
+1,028
| +4% | +$83.1K | 1.8% | 15 |
|
|
2018
Q4 | $1.58M | Buy |
23,203
+630
| +3% | +$43K | 1.68% | 17 |
|
|
2018
Q3 | $1.92M | Sell |
22,573
-398
| -2% | -$33.8K | 1.69% | 15 |
|
|
2018
Q2 | $1.9M | Buy |
22,971
+581
| +3% | +$48.1K | 1.85% | 15 |
|
|
2018
Q1 | $1.67M | Buy |
22,390
+3,641
| +19% | +$272K | 2.18% | 12 |
|
|
2017
Q4 | $1.57M | Buy |
+18,749
| New | +$1.57M | 1.63% | 14 |
|