SWM
Sugarloaf Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $886K | Buy |
8,233
+598
| +8% | +$64.3K | 0.17% | 64 |
|
|
2024
Q3 | $895K | Buy |
7,635
+318
| +4% | +$37.3K | 0.17% | 63 |
|
|
2024
Q2 | $842K | Buy |
7,317
+3,455
| +89% | +$398K | 0.17% | 62 |
|
|
2024
Q1 | $449K | Buy |
3,862
+1,011
| +35% | +$118K | 0.09% | 95 |
|
|
2023
Q4 | $285K | Sell |
2,851
-3,446
| -55% | -$345K | 0.07% | 107 |
|
|
2023
Q3 | $740K | Sell |
6,297
-385
| -6% | -$45.3K | 0.19% | 62 |
|
|
2023
Q2 | $717K | Buy |
6,682
+257
| +4% | +$27.6K | 0.17% | 63 |
|
|
2023
Q1 | $705K | Buy |
6,425
+405
| +7% | +$44.4K | 0.17% | 60 |
|
|
2022
Q4 | $664K | Sell |
6,020
-7,228
| -55% | -$797K | 0.17% | 59 |
|
|
2022
Q3 | $1.15M | Buy |
13,248
+5,544
| +72% | +$483K | 0.3% | 45 |
|
|
2022
Q2 | $660K | Buy |
7,704
+1,466
| +24% | +$126K | 0.17% | 60 |
|
|
2022
Q1 | $517K | Sell |
6,238
-166
| -3% | -$13.8K | 0.12% | 70 |
|
|
2021
Q4 | $392K | Sell |
6,404
-161
| -2% | -$9.86K | 0.09% | 86 |
|
|
2021
Q3 | $386K | Sell |
6,565
-1,387
| -17% | -$81.6K | 0.1% | 79 |
|
|
2021
Q2 | $502K | Buy |
7,952
+11
| +0.1% | +$694 | 0.14% | 69 |
|
|
2021
Q1 | $443 | Sell |
7,941
-89
| -1% | -$5 | 0.13% | 76 |
|
|
2020
Q4 | $331K | Sell |
8,030
-2,756
| -26% | -$114K | 0.11% | 83 |
|
|
2020
Q3 | $370K | Sell |
10,786
-1,541
| -13% | -$52.9K | 0.13% | 77 |
|
|
2020
Q2 | $551K | Buy |
12,327
+638
| +5% | +$28.5K | 0.21% | 58 |
|
|
2020
Q1 | $444K | Buy |
11,689
+1,435
| +14% | +$54.5K | 0.2% | 65 |
|
|
2019
Q4 | $716K | Buy |
+10,254
| New | +$716K | 0.3% | 60 |
|