TWM
Triton Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
+9,294
| New | +$1.03M | 0.44% | 35 |
|
|
2024
Q4 | $1.11M | Buy |
9,163
+249
| +3% | +$30.3K | 0.57% | 24 |
|
|
2024
Q3 | $1.07M | Buy |
8,914
+1
| +0% | +$120 | 0.61% | 22 |
|
|
2024
Q2 | $1.01M | Buy |
8,913
+291
| +3% | +$33K | 0.59% | 24 |
|
|
2024
Q1 | $1.04M | Buy |
8,622
+4
| +0% | +$482 | 0.72% | 21 |
|
|
2023
Q4 | $881K | Buy |
8,618
+1
| +0% | +$102 | 0.58% | 18 |
|
|
2023
Q3 | $925K | Sell |
8,617
-99
| -1% | -$10.6K | 0.62% | 20 |
|
|
2023
Q2 | $913K | Sell |
8,716
-49
| -0.6% | -$5.13K | 0.51% | 23 |
|
|
2023
Q1 | $929K | Sell |
8,765
-693
| -7% | -$73.4K | 0.57% | 21 |
|
|
2022
Q4 | $1.07M | Sell |
9,458
-2,698
| -22% | -$306K | 0.65% | 20 |
|
|
2022
Q3 | $1.16M | Sell |
12,156
-1,690
| -12% | -$161K | 0.69% | 20 |
|
|
2022
Q2 | $1.31M | Buy |
13,846
+1,501
| +12% | +$142K | 0.92% | 18 |
|
|
2022
Q1 | $979K | Hold |
12,345
| – | – | 0.51% | 24 |
|
|
2021
Q4 | $979K | Sell |
12,345
-1,055
| -8% | -$83.7K | 0.51% | 24 |
|
|
2021
Q3 | $836K | Buy |
13,400
+214
| +2% | +$13.4K | 0.4% | 32 |
|
|
2021
Q2 | $746K | Buy |
13,186
+1,598
| +14% | +$90.4K | 0.43% | 38 |
|
|
2021
Q1 | $653K | Buy |
11,588
+2,553
| +28% | +$144K | 0.44% | 40 |
|
|
2020
Q4 | $393K | Sell |
9,035
-1,869
| -17% | -$81.3K | 0.25% | 52 |
|
|
2020
Q3 | $366K | Sell |
10,904
-159
| -1% | -$5.34K | 0.31% | 46 |
|
|
2020
Q2 | $483K | Buy |
11,063
+4,875
| +79% | +$213K | 0.5% | 36 |
|
|
2020
Q1 | $285K | Buy |
+6,188
| New | +$285K | 0.46% | 41 |
|