TWM
Titus Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.97M | Buy |
23,003
+185
| +0.8% | +$15.8K | 0.99% | 23 |
|
|
2022
Q1 | $1.89M | Buy |
22,818
+97
| +0.4% | +$8.01K | 0.85% | 26 |
|
|
2021
Q4 | $1.39M | Buy |
22,721
+6,163
| +37% | +$377K | 0.63% | 31 |
|
|
2021
Q3 | $975K | Buy |
16,558
+2,460
| +17% | +$145K | 0.51% | 33 |
|
|
2021
Q2 | $889K | Sell |
14,098
-28
| -0.2% | -$1.77K | 0.48% | 33 |
|
|
2021
Q1 | $789K | Sell |
14,126
-5,615
| -28% | -$314K | 0.46% | 40 |
|
|
2020
Q4 | $814K | Buy |
19,741
+1,690
| +9% | +$69.7K | 0.5% | 36 |
|
|
2020
Q3 | $620K | Sell |
18,051
-38
| -0.2% | -$1.31K | 0.44% | 44 |
|
|
2020
Q2 | $809K | Buy |
18,089
+86
| +0.5% | +$3.85K | 0.64% | 29 |
|
|
2020
Q1 | $684K | Sell |
18,003
-38
| -0.2% | -$1.44K | 0.65% | 32 |
|
|
2019
Q4 | $1.26M | Buy |
18,041
+4,963
| +38% | +$346K | 1.26% | 19 |
|
|
2019
Q3 | $923K | Sell |
13,078
-400
| -3% | -$28.2K | 0.85% | 26 |
|
|
2019
Q2 | $1.03M | Sell |
13,478
-54
| -0.4% | -$4.14K | 1.02% | 20 |
|
|
2019
Q1 | $1.09K | Buy |
13,532
+30
| +0.2% | +$2 | 0.96% | 21 |
|
|
2018
Q4 | $920 | Hold |
13,502
| – | – | 0.79% | 20 |
|
|
2018
Q3 | $1.15M | Hold |
13,502
| – | – | 0.99% | 19 |
|
|
2018
Q2 | $1.12M | Hold |
13,502
| – | – | 1.19% | 17 |
|
|
2018
Q1 | $1.01M | Sell |
13,502
-118
| -0.9% | -$8.8K | 0.97% | 18 |
|
|
2017
Q4 | $1.14M | Buy |
+13,620
| New | +$1.14M | 1.29% | 18 |
|