SWMG
Signature Wealth Management Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
2,843
| – | – | 0.12% | 101 |
|
|
2025
Q1 | $338K | Hold |
2,843
| – | – | 0.13% | 98 |
|
|
2024
Q4 | $306K | Hold |
2,843
| – | – | 0.12% | 98 |
|
|
2024
Q3 | $333K | Sell |
2,843
-36
| -1% | -$4.22K | 0.13% | 92 |
|
|
2024
Q2 | $331K | Hold |
2,879
| – | – | 0.15% | 93 |
|
|
2024
Q1 | $345K | Buy |
2,879
+36
| +1% | +$4.32K | 0.16% | 93 |
|
|
2023
Q4 | $284K | Buy |
+2,843
| New | +$284K | 0.13% | 93 |
|
|
2023
Q2 | $305K | Buy |
+2,843
| New | +$305K | 0.14% | 87 |
|
|
2020
Q4 | – | Sell |
-42,352
| Closed | -$1.45M | – | 77 |
|
|
2020
Q3 | $1.45M | Sell |
42,352
-210
| -0.5% | -$7.21K | 1.05% | 40 |
|
|
2020
Q2 | $1.9M | Buy |
42,562
+809
| +2% | +$36.2K | 1.45% | 36 |
|
|
2020
Q1 | $1.59M | Sell |
41,753
-58
| -0.1% | -$2.2K | 1.39% | 35 |
|
|
2019
Q4 | $2.92M | Buy |
41,811
+593
| +1% | +$41.4K | 1.84% | 31 |
|
|
2019
Q3 | $2.91M | Buy |
41,218
+520
| +1% | +$36.7K | 1.93% | 27 |
|
|
2019
Q2 | $3.1M | Buy |
40,698
+462
| +1% | +$35.2K | 2.07% | 24 |
|
|
2019
Q1 | $3.25M | Buy |
40,236
+2,086
| +5% | +$169K | 2.28% | 14 |
|
|
2018
Q4 | $2.6M | Sell |
38,150
-309
| -0.8% | -$21.1K | 2.02% | 24 |
|
|
2018
Q3 | $2.96M | Buy |
38,459
+1,741
| +5% | +$134K | 2.2% | 20 |
|
|
2018
Q2 | $3.04M | Buy |
36,718
+1,123
| +3% | +$92.9K | 2.25% | 16 |
|
|
2018
Q1 | $2.66M | Buy |
35,595
+1,447
| +4% | +$108K | 2.05% | 27 |
|
|
2017
Q4 | $2.86M | Buy |
+34,148
| New | +$2.86M | 2.09% | 23 |
|