RDWM
Red Door Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
36,849
+2,191
| +6% | +$236K | 0.47% | 56 |
|
|
2025
Q1 | $4.12M | Sell |
34,658
-2,455
| -7% | -$292K | 0.61% | 49 |
|
|
2024
Q4 | $3.99M | Buy |
37,113
+13,475
| +57% | +$1.45M | 0.61% | 47 |
|
|
2024
Q3 | $2.77M | Buy |
23,638
+53
| +0.2% | +$6.21K | 0.46% | 55 |
|
|
2024
Q2 | $2.72M | Buy |
23,585
+1,300
| +6% | +$150K | 0.48% | 55 |
|
|
2024
Q1 | $2.59M | Buy |
22,285
+1,966
| +10% | +$229K | 0.5% | 52 |
|
|
2023
Q4 | $2.03M | Buy |
20,319
+1,423
| +8% | +$142K | 0.44% | 55 |
|
|
2023
Q3 | $2.22M | Buy |
18,896
+2,245
| +13% | +$264K | 0.56% | 50 |
|
|
2023
Q2 | $1.79M | Buy |
16,651
+754
| +5% | +$80.9K | 0.4% | 58 |
|
|
2023
Q1 | $1.74M | Sell |
15,897
-212
| -1% | -$23.2K | 0.55% | 53 |
|
|
2022
Q4 | $1.78M | Buy |
16,109
+256
| +2% | +$28.2K | 0.58% | 53 |
|
|
2022
Q3 | $1.38M | Buy |
15,853
+912
| +6% | +$79.6K | 0.52% | 56 |
|
|
2022
Q2 | $1.28M | Buy |
14,941
+118
| +0.8% | +$10.1K | 0.47% | 58 |
|
|
2022
Q1 | $1.22M | Buy |
14,823
+4,031
| +37% | +$333K | 0.41% | 59 |
|
|
2021
Q4 | $660K | Sell |
10,792
-1,053
| -9% | -$64.4K | 0.22% | 84 |
|
|
2021
Q3 | $697K | Buy |
11,845
+515
| +5% | +$30.3K | 0.27% | 73 |
|
|
2021
Q2 | $714K | Buy |
11,330
+200
| +2% | +$12.6K | 0.28% | 72 |
|
|
2021
Q1 | $623K | Buy |
11,130
+786
| +8% | +$44K | 0.32% | 70 |
|
|
2020
Q4 | $426K | Sell |
10,344
-18,491
| -64% | -$762K | 0.25% | 80 |
|
|
2020
Q3 | $994K | Buy |
28,835
+679
| +2% | +$23.4K | 0.73% | 41 |
|
|
2020
Q2 | $1.26M | Buy |
28,156
+3,551
| +14% | +$159K | 0.92% | 33 |
|
|
2020
Q1 | $934K | Buy |
24,605
+6,849
| +39% | +$260K | 0.89% | 35 |
|
|
2019
Q4 | $1.23M | Buy |
+17,756
| New | +$1.23M | 1.1% | 30 |
|