SWA
Sax Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
24,920
+238
| +1% | +$25.7K | 0.16% | 82 |
|
|
2025
Q1 | $2.94M | Buy |
24,682
+3,610
| +17% | +$429K | 0.21% | 67 |
|
|
2024
Q4 | $2.27M | Buy |
21,072
+1,628
| +8% | +$175K | 0.18% | 69 |
|
|
2024
Q3 | $2.28M | Buy |
19,444
+3,962
| +26% | +$464K | 0.2% | 56 |
|
|
2024
Q2 | $1.78M | Buy |
15,482
+2,026
| +15% | +$233K | 0.17% | 62 |
|
|
2024
Q1 | $1.56M | Sell |
13,456
-552
| -4% | -$64.2K | 0.18% | 55 |
|
|
2023
Q4 | $1.4M | Sell |
14,008
-2,825
| -17% | -$282K | 0.23% | 59 |
|
|
2023
Q3 | $1.98M | Buy |
16,833
+2,354
| +16% | +$277K | 0.39% | 45 |
|
|
2023
Q2 | $1.55M | Buy |
14,479
+4
| +0% | +$429 | 0.31% | 50 |
|
|
2023
Q1 | $1.59M | Sell |
14,475
-1,671
| -10% | -$183K | 0.34% | 47 |
|
|
2022
Q4 | $1.78M | Sell |
16,146
-1,276
| -7% | -$141K | 0.41% | 43 |
|
|
2022
Q3 | $1.52M | Buy |
17,422
+98
| +0.6% | +$8.56K | 0.39% | 49 |
|
|
2022
Q2 | $1.48M | Buy |
17,324
+4
| +0% | +$343 | 0.38% | 49 |
|
|
2022
Q1 | $1.43M | Buy |
17,320
+4
| +0% | +$330 | 0.35% | 45 |
|
|
2021
Q4 | $1.06M | Sell |
17,316
-421
| -2% | -$25.8K | 0.22% | 68 |
|
|
2021
Q3 | $1.04M | Sell |
17,737
-143
| -0.8% | -$8.41K | 0.25% | 61 |
|
|
2021
Q2 | $1.13M | Buy |
17,880
+168
| +0.9% | +$10.6K | 0.39% | 50 |
|
|
2021
Q1 | $989K | Buy |
17,712
+1,202
| +7% | +$67.1K | 0.36% | 54 |
|
|
2020
Q4 | $681K | Buy |
+16,510
| New | +$681K | 0.31% | 60 |
|