TWM
Tradition Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
10,558
-122
| -1% | -$13.2K | 0.09% | 168 |
|
|
2025
Q1 | $1.27M | Sell |
10,680
-429
| -4% | -$51K | 0.11% | 154 |
|
|
2024
Q4 | $1.19M | Sell |
11,109
-275
| -2% | -$29.6K | 0.11% | 151 |
|
|
2024
Q3 | $1.33M | Buy |
11,384
+362
| +3% | +$42.4K | 0.12% | 146 |
|
|
2024
Q2 | $1.27M | Buy |
11,022
+1,421
| +15% | +$164K | 0.12% | 139 |
|
|
2024
Q1 | $1.12M | Buy |
9,601
+1,220
| +15% | +$142K | 0.11% | 141 |
|
|
2023
Q4 | $838K | Buy |
8,381
+291
| +4% | +$29.1K | 0.09% | 138 |
|
|
2023
Q3 | $951K | Sell |
8,090
-678
| -8% | -$79.7K | 0.11% | 124 |
|
|
2023
Q2 | $940K | Buy |
8,768
+246
| +3% | +$26.4K | 0.11% | 126 |
|
|
2023
Q1 | $935K | Buy |
8,522
+842
| +11% | +$92.4K | 0.12% | 118 |
|
|
2022
Q4 | $847K | Sell |
7,680
-669
| -8% | -$73.8K | 0.12% | 119 |
|
|
2022
Q3 | $729K | Buy |
8,349
+65
| +0.8% | +$5.68K | 0.11% | 127 |
|
|
2022
Q2 | $709K | Buy |
8,284
+1,556
| +23% | +$133K | 0.1% | 131 |
|
|
2022
Q1 | $556K | Buy |
6,728
+281
| +4% | +$23.2K | 0.07% | 178 |
|
|
2021
Q4 | $394K | Buy |
6,447
+2,692
| +72% | +$165K | 0.05% | 210 |
|
|
2021
Q3 | $221K | Buy |
3,755
+295
| +9% | +$17.4K | 0.03% | 261 |
|
|
2021
Q2 | $218K | Buy |
3,460
+11
| +0.3% | +$693 | 0.03% | 273 |
|
|
2021
Q1 | $193K | Buy |
3,449
+70
| +2% | +$3.92K | 0.03% | 254 |
|
|
2020
Q4 | $139K | Buy |
+3,379
| New | +$139K | 0.03% | 269 |
|