THWM
Taylor Hoffman Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.06M | Buy |
9,215
+300
| +3% | +$34.5K | 0.43% | 51 |
|
|
2024
Q1 | $1.04M | Hold |
8,915
| – | – | 0.44% | 53 |
|
|
2023
Q4 | $891K | Hold |
8,915
| – | – | 0.4% | 54 |
|
|
2023
Q3 | $1.05M | Hold |
8,915
| – | – | 0.54% | 46 |
|
|
2023
Q2 | $956K | Buy |
8,915
+3,279
| +58% | +$352K | 0.48% | 54 |
|
|
2023
Q1 | $618K | Buy |
5,636
+1,340
| +31% | +$147K | 0.34% | 61 |
|
|
2022
Q4 | $474K | Sell |
4,296
-22,554
| -84% | -$2.49M | 0.29% | 67 |
|
|
2022
Q3 | $2.34M | Sell |
26,850
-521
| -2% | -$45.5K | 1.23% | 32 |
|
|
2022
Q2 | $2.4M | Hold |
27,371
| – | – | 1.18% | 35 |
|
|
2022
Q1 | $2.26M | Buy |
27,371
+17
| +0.1% | +$1.4K | 0.91% | 42 |
|
|
2021
Q4 | $1.67M | Buy |
27,354
+600
| +2% | +$36.7K | 0.64% | 51 |
|
|
2021
Q3 | $1.63M | Hold |
26,754
| – | – | 0.7% | 51 |
|
|
2021
Q2 | $1.69M | Sell |
26,754
-1,200
| -4% | -$75.7K | 0.73% | 50 |
|
|
2021
Q1 | $1.56M | Sell |
27,954
-556
| -2% | -$31K | 0.71% | 52 |
|
|
2020
Q4 | $1.18M | Sell |
28,510
-1,920
| -6% | -$79.1K | 0.6% | 60 |
|
|
2020
Q3 | $1.05M | Sell |
30,430
-2,998
| -9% | -$103K | 0.61% | 58 |
|
|
2020
Q2 | $1.5M | Buy |
33,428
+1,554
| +5% | +$69.5K | 0.94% | 35 |
|
|
2020
Q1 | $1.21M | Sell |
31,874
-4,152
| -12% | -$158K | 1.16% | 30 |
|
|
2019
Q4 | $2.51M | Sell |
36,026
-385
| -1% | -$26.9K | 1.62% | 13 |
|
|
2019
Q3 | $2.57M | Buy |
36,411
+2,302
| +7% | +$163K | 1.83% | 9 |
|
|
2019
Q2 | $2.61M | Sell |
34,109
-5,804
| -15% | -$445K | 2.1% | 8 |
|
|
2019
Q1 | $3.23M | Buy |
39,913
+2,296
| +6% | +$186K | 2.39% | 4 |
|
|
2018
Q4 | $2.57M | Sell |
37,617
-3,465
| -8% | -$236K | 2.3% | 5 |
|
|
2018
Q3 | $3.49M | Sell |
41,082
-1,060
| -3% | -$90.1K | 2.76% | 3 |
|
|
2018
Q2 | $3.49M | Sell |
42,142
-4,700
| -10% | -$389K | 3.02% | 3 |
|
|
2018
Q1 | $3.5M | Sell |
46,842
-1,701
| -4% | -$127K | 3.2% | 3 |
|
|
2017
Q4 | $4.06M | Buy |
+48,543
| New | +$4.06M | 3.88% | 2 |
|