TVWM
Tower View Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
2,644
+1,598
| +153% | +$172K | 0.15% | 53 |
|
|
2025
Q1 | $124K | Buy |
1,046
+10
| +1% | +$1.19K | 0.07% | 58 |
|
|
2024
Q4 | $111K | Sell |
1,036
-12
| -1% | -$1.29K | 0.06% | 68 |
|
|
2024
Q3 | $123K | Buy |
1,048
+3
| +0.3% | +$352 | 0.07% | 64 |
|
|
2024
Q2 | $120K | Sell |
1,045
-13
| -1% | -$1.5K | 0.07% | 63 |
|
|
2024
Q1 | $123K | Buy |
1,058
+3
| +0.3% | +$349 | 0.07% | 69 |
|
|
2023
Q4 | $105K | Buy |
1,055
+3
| +0.3% | +$299 | 0.07% | 66 |
|
|
2023
Q3 | $124K | Buy |
1,052
+478
| +83% | +$56.3K | 0.09% | 61 |
|
|
2023
Q2 | $62K | Buy |
574
+3
| +0.5% | +$324 | 0.04% | 70 |
|
|
2023
Q1 | $63K | Buy |
571
+3
| +0.5% | +$331 | 0.04% | 76 |
|
|
2022
Q4 | $63K | Sell |
568
-23
| -4% | -$2.55K | 0.04% | 76 |
|
|
2022
Q3 | $52K | Buy |
591
+203
| +52% | +$17.9K | 0.04% | 79 |
|
|
2022
Q2 | $33K | Buy |
388
+3
| +0.8% | +$255 | 0.02% | 90 |
|
|
2022
Q1 | $32K | Hold |
385
| – | – | 0.02% | 115 |
|
|
2021
Q4 | $24K | Hold |
385
| – | – | 0.01% | 124 |
|
|
2021
Q3 | $23K | Buy |
385
+300
| +353% | +$17.9K | 0.01% | 132 |
|
|
2021
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 155 |
|
|
2021
Q1 | $5K | Sell |
85
-15
| -15% | -$882 | ﹤0.01% | 169 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 160 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 145 |
|
|
2020
Q2 | $4K | Sell |
100
-101
| -50% | -$4.04K | ﹤0.01% | 136 |
|
|
2020
Q1 | $8K | Sell |
201
-64
| -24% | -$2.55K | 0.01% | 97 |
|
|
2019
Q4 | $18K | Sell |
265
-48
| -15% | -$3.26K | 0.01% | 104 |
|
|
2019
Q3 | $22K | Buy |
313
+2
| +0.6% | +$141 | 0.02% | 97 |
|
|
2019
Q2 | $24K | Buy |
311
+2
| +0.6% | +$154 | 0.02% | 94 |
|
|
2019
Q1 | $25K | Buy |
309
+2
| +0.7% | +$162 | 0.02% | 94 |
|
|
2018
Q4 | $21K | Sell |
307
-3,599
| -92% | -$246K | 0.02% | 99 |
|
|
2018
Q3 | $332K | Buy |
3,906
+2
| +0.1% | +$170 | 0.29% | 59 |
|
|
2018
Q2 | $323K | Buy |
3,904
+1
| +0% | +$83 | 0.3% | 57 |
|
|
2018
Q1 | $291K | Sell |
3,903
-80
| -2% | -$5.97K | 0.29% | 58 |
|
|
2017
Q4 | $333K | Buy |
+3,983
| New | +$333K | 0.31% | 61 |
|