SHJ
Sharkey, Howes & Javer’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
3,431
-1
| -0% | -$108 | 0.05% | 121 |
|
|
2025
Q1 | $408K | Hold |
3,432
| – | – | 0.06% | 113 |
|
|
2024
Q4 | $369K | Sell |
3,432
-45
| -1% | -$4.84K | 0.05% | 117 |
|
|
2024
Q3 | $408K | Buy |
3,477
+1,089
| +46% | +$128K | 0.06% | 108 |
|
|
2024
Q2 | $275K | Buy |
2,388
+34
| +1% | +$3.91K | 0.04% | 102 |
|
|
2024
Q1 | $274K | Sell |
2,354
-1,935
| -45% | -$225K | 0.04% | 108 |
|
|
2023
Q4 | $429K | Buy |
4,289
+2,167
| +102% | +$217K | 0.08% | 83 |
|
|
2023
Q3 | $250K | Sell |
2,122
-300
| -12% | -$35.3K | 0.05% | 97 |
|
|
2023
Q2 | $260K | Hold |
2,422
| – | – | 0.05% | 85 |
|
|
2023
Q1 | $266K | Sell |
2,422
-2,306
| -49% | -$253K | 0.06% | 83 |
|
|
2022
Q4 | $521K | Hold |
4,728
| – | – | 0.12% | 70 |
|
|
2022
Q3 | $413K | Buy |
4,728
+234
| +5% | +$20.4K | 0.09% | 82 |
|
|
2022
Q2 | $385K | Buy |
4,494
+1,566
| +53% | +$134K | 0.09% | 65 |
|
|
2022
Q1 | $242K | Sell |
2,928
-2,403
| -45% | -$199K | 0.06% | 73 |
|
|
2021
Q4 | $326K | Sell |
5,331
-250
| -4% | -$15.3K | 0.07% | 66 |
|
|
2021
Q3 | $328K | Buy |
5,581
+756
| +16% | +$44.4K | 0.08% | 65 |
|
|
2021
Q2 | $304K | Hold |
4,825
| – | – | 0.08% | 65 |
|
|
2021
Q1 | $269K | Sell |
4,825
-268
| -5% | -$14.9K | 0.08% | 66 |
|
|
2020
Q4 | $210K | Buy |
+5,093
| New | +$210K | 0.07% | 68 |
|
|
2020
Q3 | – | Sell |
-5,431
| Closed | -$243K | – | 71 |
|
|
2020
Q2 | $243K | Hold |
5,431
| – | – | 0.11% | 58 |
|
|
2020
Q1 | $206K | Buy |
5,431
+4
| +0.1% | +$152 | 0.11% | 57 |
|
|
2019
Q4 | $379K | Buy |
5,427
+379
| +8% | +$26.5K | 0.16% | 48 |
|
|
2019
Q3 | $356K | Hold |
5,048
| – | – | 0.15% | 45 |
|
|
2019
Q2 | $387K | Hold |
5,048
| – | – | 0.18% | 41 |
|
|
2019
Q1 | $408K | Hold |
5,048
| – | – | 0.19% | 39 |
|
|
2018
Q4 | $344K | Buy |
5,048
+189
| +4% | +$12.9K | 0.22% | 34 |
|
|
2018
Q3 | $413K | Hold |
4,859
| – | – | 0.22% | 31 |
|
|
2018
Q2 | $402K | Sell |
4,859
-100
| -2% | -$8.27K | 0.22% | 28 |
|
|
2018
Q1 | $369K | Hold |
4,959
| – | – | 0.21% | 24 |
|
|
2017
Q4 | $415K | Sell |
4,959
-231
| -4% | -$19.3K | 0.24% | 22 |
|
|
2017
Q3 | $427K | Sell |
5,190
-430
| -8% | -$35.4K | 0.23% | 22 |
|
|
2017
Q2 | $454K | Sell |
5,620
-563
| -9% | -$45.5K | 0.26% | 22 |
|
|
2017
Q1 | $507K | Buy |
6,183
+501
| +9% | +$41.1K | 0.27% | 22 |
|
|
2016
Q4 | $513K | Buy |
5,682
+1,436
| +34% | +$130K | 0.31% | 21 |
|
|
2016
Q3 | $371K | Hold |
4,246
| – | – | 0.22% | 24 |
|
|
2016
Q2 | $398K | Hold |
4,246
| – | – | 0.25% | 24 |
|
|
2016
Q1 | $355K | Hold |
4,246
| – | – | 0.26% | 26 |
|
|
2015
Q4 | $331K | Sell |
4,246
-386
| -8% | -$30.1K | 0.23% | 29 |
|
|
2015
Q3 | $337K | Sell |
4,632
-32
| -0.7% | -$2.33K | 0.26% | 28 |
|
|
2015
Q2 | $388K | Sell |
4,664
-1,093
| -19% | -$90.9K | 0.29% | 15 |
|
|
2015
Q1 | $489K | Buy |
+5,757
| New | +$489K | 0.31% | 24 |
|