SHWM
Silicon Hills Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $641K | Sell |
5,974
-2
| -0% | -$215 | 0.36% | 44 |
|
|
2023
Q1 | $655K | Buy |
5,976
+2
| +0% | +$219 | 0.39% | 43 |
|
|
2022
Q4 | $659K | Buy |
5,974
+528
| +10% | +$58.2K | 0.49% | 47 |
|
|
2022
Q3 | $475K | Sell |
5,446
-302
| -5% | -$26.3K | 0.38% | 57 |
|
|
2022
Q2 | $492K | Sell |
5,748
-2,910
| -34% | -$249K | 0.36% | 56 |
|
|
2022
Q1 | $715K | Sell |
8,658
-106
| -1% | -$8.75K | 0.46% | 52 |
|
|
2021
Q4 | $536K | Sell |
8,764
-2,365
| -21% | -$145K | 0.33% | 71 |
|
|
2021
Q3 | $655K | Buy |
11,129
+1,122
| +11% | +$66K | 0.45% | 62 |
|
|
2021
Q2 | $631K | Buy |
10,007
+32
| +0.3% | +$2.02K | 0.49% | 54 |
|
|
2021
Q1 | $557K | Hold |
9,975
| – | – | 0.5% | 55 |
|
|
2020
Q4 | $411K | Hold |
9,975
| – | – | 0.37% | 58 |
|
|
2020
Q3 | $342K | Sell |
9,975
-134
| -1% | -$4.59K | 0.35% | 62 |
|
|
2020
Q2 | $452K | Sell |
10,109
-385
| -4% | -$17.2K | 0.54% | 52 |
|
|
2020
Q1 | $398K | Buy |
10,494
+10,482
| +87,350% | +$398K | 0.53% | 53 |
|
|
2019
Q4 | $1.13K | Buy |
+12
| New | +$1.13K | 0.86% | 27 |
|