TSWM
Triangle Securities Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Sell |
43,875
-3,683
| -8% | -$397K | 1.16% | 22 |
|
|
2025
Q1 | $5.66M | Buy |
47,558
+54
| +0.1% | +$6.42K | 1.45% | 17 |
|
|
2024
Q4 | $5.11M | Sell |
47,504
-1,301
| -3% | -$140K | 1.31% | 19 |
|
|
2024
Q3 | $5.72M | Sell |
48,805
-1,670
| -3% | -$196K | 1.48% | 17 |
|
|
2024
Q2 | $5.81M | Sell |
50,475
-109
| -0.2% | -$12.5K | 1.64% | 14 |
|
|
2024
Q1 | $5.88M | Buy |
50,584
+1,508
| +3% | +$175K | 1.68% | 14 |
|
|
2023
Q4 | $4.91M | Sell |
49,076
-168
| -0.3% | -$16.8K | 1.53% | 17 |
|
|
2023
Q3 | $5.79M | Buy |
49,244
+132
| +0.3% | +$15.5K | 2.06% | 10 |
|
|
2023
Q2 | $5.27M | Sell |
49,112
-286
| -0.6% | -$30.7K | 1.81% | 11 |
|
|
2023
Q1 | $5.42M | Sell |
49,398
-474
| -1% | -$52K | 1.94% | 9 |
|
|
2022
Q4 | $5.5M | Sell |
49,872
-773
| -2% | -$85.3K | 2.02% | 7 |
|
|
2022
Q3 | $4.42M | Sell |
50,645
-1,064
| -2% | -$92.9K | 1.81% | 11 |
|
|
2022
Q2 | $4.43M | Buy |
51,709
+434
| +0.8% | +$37.2K | 1.73% | 11 |
|
|
2022
Q1 | $4.24M | Sell |
51,275
-2,560
| -5% | -$211K | 1.42% | 14 |
|
|
2021
Q4 | $3.29M | Sell |
53,835
-417
| -0.8% | -$25.5K | 1.03% | 23 |
|
|
2021
Q3 | $3.19M | Buy |
54,252
+91
| +0.2% | +$5.35K | 1.08% | 23 |
|
|
2021
Q2 | $3.42M | Sell |
54,161
-178
| -0.3% | -$11.2K | 1.16% | 19 |
|
|
2021
Q1 | $3.03M | Buy |
54,339
+774
| +1% | +$43.2K | 1.1% | 22 |
|
|
2020
Q4 | $2.21M | Sell |
53,565
-4,934
| -8% | -$203K | 0.87% | 30 |
|
|
2020
Q3 | $2.01M | Buy |
58,499
+9,518
| +19% | +$327K | 0.91% | 30 |
|
|
2020
Q2 | $2.19M | Buy |
48,981
+4,258
| +10% | +$190K | 1.05% | 26 |
|
|
2020
Q1 | $1.7M | Sell |
44,723
-5,273
| -11% | -$200K | 0.98% | 33 |
|
|
2019
Q4 | $3.49M | Sell |
49,996
-1,479
| -3% | -$103K | 1.51% | 14 |
|
|
2019
Q3 | $3.64M | Buy |
51,475
+3,992
| +8% | +$282K | 1.78% | 10 |
|
|
2019
Q2 | $3.63M | Sell |
47,483
-380
| -0.8% | -$29.1K | 1.84% | 8 |
|
|
2019
Q1 | $3.87M | Sell |
47,863
-836
| -2% | -$67.5K | 2.03% | 7 |
|
|
2018
Q4 | $3.32M | Buy |
48,699
+194
| +0.4% | +$13.2K | 1.96% | 7 |
|
|
2018
Q3 | $4.12M | Buy |
48,505
+170
| +0.4% | +$14.5K | 2.19% | 6 |
|
|
2018
Q2 | $4M | Buy |
48,335
+95
| +0.2% | +$7.86K | 2.23% | 4 |
|
|
2018
Q1 | $3.6M | Sell |
48,240
-3,713
| -7% | -$277K | 2.07% | 5 |
|
|
2017
Q4 | $4.35M | Sell |
51,953
-273
| -0.5% | -$22.8K | 2.48% | 4 |
|
|
2017
Q3 | $4.28M | Sell |
52,226
-261
| -0.5% | -$21.4K | 2.55% | 4 |
|
|
2017
Q2 | $4.24M | Sell |
52,487
-2,525
| -5% | -$204K | 2.8% | 3 |
|
|
2017
Q1 | $4.51M | Sell |
55,012
-417
| -0.8% | -$34.2K | 2.88% | 4 |
|
|
2016
Q4 | $5M | Sell |
55,429
-1,939
| -3% | -$175K | 3.34% | 4 |
|
|
2016
Q3 | $5.01M | Sell |
57,368
-855
| -1% | -$74.6K | 3.46% | 3 |
|
|
2016
Q2 | $5.46M | Sell |
58,223
-3,062
| -5% | -$287K | 4.07% | 1 |
|
|
2016
Q1 | $5.12M | Buy |
61,285
+715
| +1% | +$59.8K | 3.34% | 3 |
|
|
2015
Q4 | $4.72M | Buy |
60,570
+1,957
| +3% | +$153K | 3.16% | 3 |
|
|
2015
Q3 | $4.36M | Sell |
58,613
-842
| -1% | -$62.6K | 3.3% | 2 |
|
|
2015
Q2 | $4.95M | Sell |
59,455
-601
| -1% | -$50K | 3.5% | 1 |
|
|
2015
Q1 | $5.11M | Buy |
60,056
+1,311
| +2% | +$111K | 3.53% | 1 |
|
|
2014
Q4 | $5.43M | Buy |
58,745
+612
| +1% | +$56.6K | 3.87% | 1 |
|
|
2014
Q3 | $5.47M | Buy |
58,133
+3
| +0% | +$282 | 4.2% | 1 |
|
|
2014
Q2 | $5.85M | Sell |
58,130
-897
| -2% | -$90.3K | 4.48% | 1 |
|
|
2014
Q1 | $5.32M | Buy |
59,027
+946
| +2% | +$85.2K | 4.78% | 1 |
|
|
2013
Q4 | $5.88M | Sell |
58,081
-1,653
| -3% | -$167K | 4.77% | 1 |
|
|
2013
Q3 | $5.14M | Buy |
59,734
+1,163
| +2% | +$100K | 4.48% | 1 |
|
|
2013
Q2 | $5.29M | Buy |
+58,571
| New | +$5.29M | 3.91% | 1 |
|