SWM
Selective Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
11,143
-1,861
| -14% | -$212K | 0.46% | 30 |
|
|
2025
Q1 | $1.34M | Buy |
13,004
+12
| +0.1% | +$1.24K | 0.58% | 26 |
|
|
2024
Q4 | $1.43M | Sell |
12,992
-25
| -0.2% | -$2.74K | 0.58% | 25 |
|
|
2024
Q3 | $1.59M | Sell |
13,017
-1,963
| -13% | -$240K | 0.66% | 26 |
|
|
2024
Q2 | $1.66M | Sell |
14,980
-410
| -3% | -$45.5K | 0.73% | 24 |
|
|
2024
Q1 | $1.88M | Sell |
15,390
-1,043
| -6% | -$127K | 0.82% | 22 |
|
|
2023
Q4 | $1.68M | Sell |
16,433
-1,107
| -6% | -$113K | 0.85% | 22 |
|
|
2023
Q3 | $1.96M | Sell |
17,540
-693
| -4% | -$77.3K | 1.07% | 20 |
|
|
2023
Q2 | $1.91M | Buy |
+18,233
| New | +$1.91M | 0.95% | 22 |
|
|
2022
Q4 | $3.15M | Sell |
27,801
-4,908
| -15% | -$556K | 1.66% | 20 |
|
|
2022
Q3 | $2.86M | Sell |
32,709
-20,683
| -39% | -$1.81M | 1.22% | 24 |
|
|
2022
Q2 | $4.57M | Sell |
53,392
-96
| -0.2% | -$8.22K | 1.63% | 19 |
|
|
2022
Q1 | $4.42M | Sell |
53,488
-7,425
| -12% | -$613K | 1.6% | 20 |
|
|
2021
Q4 | $3.73M | Sell |
60,913
-5,392
| -8% | -$330K | 1.52% | 18 |
|
|
2021
Q3 | $3.9M | Sell |
66,305
-55,100
| -45% | -$3.24M | 2.07% | 13 |
|
|
2021
Q2 | $7.66M | Sell |
121,405
-49,661
| -29% | -$3.13M | 6.1% | 3 |
|
|
2021
Q1 | $9.55M | Sell |
171,066
-7,050
| -4% | -$394K | 8.69% | 3 |
|
|
2020
Q4 | $7.34M | Buy |
178,116
+35,146
| +25% | +$1.45M | 4.74% | 8 |
|
|
2020
Q3 | $4.91M | Buy |
142,970
+22,253
| +18% | +$764K | 3.85% | 9 |
|
|
2020
Q2 | $5.4M | Buy |
120,717
+120,650
| +180,075% | +$5.4M | 4.47% | 7 |
|
|
2020
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 259 |
|
|
2019
Q4 | $5K | Hold |
67
| – | – | 0.01% | 229 |
|
|
2019
Q3 | $5K | Buy |
+67
| New | +$5K | 0.01% | 229 |
|
|
2018
Q3 | $22K | Buy |
+261
| New | +$22K | 0.26% | 54 |
|