RWB
RMR Wealth Builders’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
37,479
+533
| +1% | +$57.5K | 0.37% | 38 |
|
|
2025
Q1 | $4.39M | Buy |
36,946
+4,904
| +15% | +$583K | 0.46% | 32 |
|
|
2024
Q4 | $3.45M | Buy |
32,042
+960
| +3% | +$103K | 0.36% | 38 |
|
|
2024
Q3 | $3.64M | Sell |
31,082
-508
| -2% | -$59.5K | 0.39% | 37 |
|
|
2024
Q2 | $3.64M | Buy |
31,590
+1,691
| +6% | +$195K | 0.42% | 36 |
|
|
2024
Q1 | $3.48M | Buy |
29,899
+5,165
| +21% | +$600K | 0.42% | 33 |
|
|
2023
Q4 | $2.47M | Sell |
24,734
-9,333
| -27% | -$933K | 0.35% | 38 |
|
|
2023
Q3 | $4.01M | Buy |
34,067
+3,990
| +13% | +$469K | 0.64% | 26 |
|
|
2023
Q2 | $3.23M | Sell |
30,077
-258
| -0.9% | -$27.7K | 0.55% | 27 |
|
|
2023
Q1 | $3.33M | Buy |
30,335
+1,150
| +4% | +$126K | 0.63% | 28 |
|
|
2022
Q4 | $3.22M | Sell |
29,185
-539
| -2% | -$59.5K | 0.73% | 28 |
|
|
2022
Q3 | $2.6M | Buy |
29,724
+2,531
| +9% | +$221K | 0.63% | 27 |
|
|
2022
Q2 | $2.33M | Sell |
27,193
-7,228
| -21% | -$619K | 0.58% | 30 |
|
|
2022
Q1 | $2.84M | Buy |
34,421
+6,482
| +23% | +$535K | 0.61% | 31 |
|
|
2021
Q4 | $1.71M | Buy |
27,939
+1,278
| +5% | +$78.2K | 0.49% | 33 |
|
|
2021
Q3 | $1.57M | Buy |
26,661
+3,932
| +17% | +$231K | 0.46% | 35 |
|
|
2021
Q2 | $1.43M | Sell |
22,729
-8,082
| -26% | -$510K | 0.47% | 37 |
|
|
2021
Q1 | $1.72M | Buy |
30,811
+13,895
| +82% | +$776K | 0.45% | 32 |
|
|
2020
Q4 | $697K | Sell |
16,916
-40,690
| -71% | -$1.68M | 0.34% | 58 |
|
|
2020
Q3 | $1.98M | Buy |
57,606
+50,404
| +700% | +$1.73M | 0.51% | 37 |
|
|
2020
Q2 | $322K | Buy |
+7,202
| New | +$322K | 0.29% | 81 |
|
|
2019
Q4 | $502K | Buy |
+7,200
| New | +$502K | 0.48% | 47 |
|