TW
Transform Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $17.9M | Sell |
150,557
-2,975
| -2% | -$354K | 1.08% | 19 |
|
|
2024
Q4 | $16.5M | Buy |
153,532
+20,373
| +15% | +$2.19M | 0.92% | 25 |
|
|
2024
Q3 | $15.6M | Buy |
133,159
+1,287
| +1% | +$151K | 1.03% | 18 |
|
|
2024
Q2 | $15.2M | Buy |
131,872
+2,628
| +2% | +$303K | 1.14% | 18 |
|
|
2024
Q1 | $15M | Buy |
129,244
+5,625
| +5% | +$654K | 1.43% | 19 |
|
|
2023
Q4 | $12.4M | Sell |
123,619
-1,300
| -1% | -$130K | 1.21% | 21 |
|
|
2023
Q3 | $14.7M | Sell |
124,919
-126
| -0.1% | -$14.8K | 1.55% | 16 |
|
|
2023
Q2 | $13.4M | Buy |
125,045
+3,241
| +3% | +$348K | 1.21% | 22 |
|
|
2023
Q1 | $13.4M | Buy |
121,804
+3,624
| +3% | +$397K | 1.26% | 21 |
|
|
2022
Q4 | $13M | Buy |
118,180
+1,404
| +1% | +$155K | 1.46% | 16 |
|
|
2022
Q3 | $10.2M | Buy |
116,776
+926
| +0.8% | +$80.9K | 1.33% | 16 |
|
|
2022
Q2 | $9.92M | Buy |
115,850
+10,321
| +10% | +$884K | 1.48% | 16 |
|
|
2022
Q1 | $8.72M | Buy |
105,529
+1,461
| +1% | +$121K | 0.98% | 34 |
|
|
2021
Q4 | $6.37M | Buy |
104,068
+86,637
| +497% | +$5.3M | 0.67% | 54 |
|
|
2021
Q3 | $1.03M | Sell |
17,431
-1,849
| -10% | -$109K | 0.12% | 110 |
|
|
2021
Q2 | $1.22M | Buy |
19,280
+2,706
| +16% | +$171K | 0.15% | 112 |
|
|
2021
Q1 | $925K | Sell |
16,574
-434
| -3% | -$24.2K | 0.19% | 102 |
|
|
2020
Q4 | $701K | Sell |
17,008
-9,455
| -36% | -$390K | 0.15% | 124 |
|
|
2020
Q3 | $908K | Buy |
26,463
+8,180
| +45% | +$281K | 0.15% | 105 |
|
|
2020
Q2 | $818K | Buy |
18,283
+558
| +3% | +$25K | 0.14% | 105 |
|
|
2020
Q1 | $673K | Sell |
17,725
-2,606
| -13% | -$98.9K | 0.14% | 122 |
|
|
2019
Q4 | $1.42M | Buy |
20,331
+3,462
| +21% | +$242K | 0.23% | 105 |
|
|
2019
Q3 | $1.19M | Sell |
16,869
-4,023
| -19% | -$284K | 0.21% | 110 |
|
|
2019
Q2 | $1.6M | Sell |
20,892
-17,399
| -45% | -$1.33M | 0.24% | 106 |
|
|
2019
Q1 | $3.09M | Buy |
38,291
+9,100
| +31% | +$735K | 0.57% | 69 |
|
|
2018
Q4 | $1.99M | Buy |
29,191
+1,800
| +7% | +$123K | 0.41% | 79 |
|
|
2018
Q3 | $2.33M | Sell |
27,391
-5,800
| -17% | -$493K | 0.4% | 79 |
|
|
2018
Q2 | $2.75M | Buy |
33,191
+4,849
| +17% | +$401K | 0.5% | 68 |
|
|
2018
Q1 | $2.11M | Sell |
28,342
-100
| -0.4% | -$7.46K | 0.4% | 87 |
|
|
2017
Q4 | $2.38M | Buy |
28,442
+17,490
| +160% | +$1.46M | 0.44% | 79 |
|
|
2017
Q3 | $898K | Buy |
+10,952
| New | +$898K | 0.31% | 109 |
|
|
2017
Q2 | – | Sell |
-12,228
| Closed | -$1M | – | 200 |
|
|
2017
Q1 | $1M | Sell |
12,228
-4,800
| -28% | -$394K | 0.38% | 98 |
|
|
2016
Q4 | $1.54M | Sell |
17,028
-615
| -3% | -$55.5K | 0.61% | 39 |
|
|
2016
Q3 | $1.54M | Sell |
17,643
-1,913
| -10% | -$167K | 0.66% | 39 |
|
|
2016
Q2 | $1.83M | Buy |
+19,556
| New | +$1.83M | 0.77% | 29 |
|