SDWMA
Schneider Downs Wealth Management Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
16,070
-3
| -0% | -$323 | 0.26% | 50 |
|
|
2025
Q1 | $1.91M | Sell |
16,073
-146
| -0.9% | -$17.4K | 0.35% | 37 |
|
|
2024
Q4 | $1.74M | Sell |
16,219
-82
| -0.5% | -$8.82K | 0.33% | 41 |
|
|
2024
Q3 | $1.91M | Sell |
16,301
-434
| -3% | -$50.9K | 0.39% | 35 |
|
|
2024
Q2 | $1.93M | Sell |
16,735
-319
| -2% | -$36.7K | 0.43% | 35 |
|
|
2024
Q1 | $1.98M | Buy |
17,054
+747
| +5% | +$86.8K | 0.46% | 34 |
|
|
2023
Q4 | $1.63M | Hold |
16,307
| – | – | 0.42% | 36 |
|
|
2023
Q3 | $1.92M | Sell |
16,307
-44
| -0.3% | -$5.17K | 0.44% | 32 |
|
|
2023
Q2 | $1.75M | Hold |
16,351
| – | – | 0.4% | 34 |
|
|
2023
Q1 | $1.79M | Sell |
16,351
-149
| -0.9% | -$16.3K | 0.37% | 33 |
|
|
2022
Q4 | $1.82M | Buy |
16,500
+11,794
| +251% | +$1.3M | 0.4% | 35 |
|
|
2022
Q3 | $411K | Buy |
4,706
+57
| +1% | +$4.98K | 0.12% | 74 |
|
|
2022
Q2 | $398K | Sell |
4,649
-213
| -4% | -$18.2K | 0.11% | 81 |
|
|
2022
Q1 | $402K | Buy |
4,862
+237
| +5% | +$19.6K | 0.1% | 86 |
|
|
2021
Q4 | $283K | Sell |
4,625
-547
| -11% | -$33.5K | 0.07% | 121 |
|
|
2021
Q3 | $304K | Buy |
5,172
+1,889
| +58% | +$111K | 0.08% | 107 |
|
|
2021
Q2 | $207K | Buy |
+3,283
| New | +$207K | 0.05% | 136 |
|
|
2020
Q1 | – | Sell |
-3,705
| Closed | -$259K | – | 103 |
|
|
2019
Q4 | $259K | Buy |
+3,705
| New | +$259K | 0.08% | 57 |
|
|
2018
Q4 | – | Sell |
-2,875
| Closed | -$244K | – | 72 |
|
|
2018
Q3 | $244K | Buy |
+2,875
| New | +$244K | 0.15% | 49 |
|