VWA
V Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $984K | Sell |
8,371
-23,486
| -74% | -$2.76M | 0.79% | 26 |
|
|
2023
Q2 | $3.42M | Sell |
31,857
-5
| -0% | -$536 | 0.57% | 33 |
|
|
2023
Q1 | $3.49M | Sell |
31,862
-51
| -0.2% | -$5.59K | 0.65% | 27 |
|
|
2022
Q4 | $3.52M | Buy |
31,913
+5,971
| +23% | +$659K | 0.73% | 27 |
|
|
2022
Q3 | $2.27M | Sell |
25,942
-790
| -3% | -$69K | 0.45% | 43 |
|
|
2022
Q2 | $2.29M | Sell |
26,732
-1,441
| -5% | -$123K | 0.43% | 43 |
|
|
2022
Q1 | $2.33M | Sell |
28,173
-7,613
| -21% | -$629K | 0.37% | 51 |
|
|
2021
Q4 | $2.19M | Sell |
35,786
-3,907
| -10% | -$239K | 0.32% | 68 |
|
|
2021
Q3 | $2.34M | Sell |
39,693
-1,599
| -4% | -$94.1K | 0.36% | 59 |
|
|
2021
Q2 | $2.61M | Sell |
41,292
-3,805
| -8% | -$240K | 0.42% | 50 |
|
|
2021
Q1 | $2.52M | Sell |
45,097
-2,571
| -5% | -$144K | 0.46% | 40 |
|
|
2020
Q4 | $1.97M | Buy |
+47,668
| New | +$1.97M | 0.41% | 52 |
|
|
2020
Q3 | – | Sell |
-34,105
| Closed | -$1.53M | – | 355 |
|
|
2020
Q2 | $1.53M | Sell |
34,105
-6,139
| -15% | -$275K | 0.4% | 62 |
|
|
2020
Q1 | $1.53M | Buy |
40,244
+11,438
| +40% | +$434K | 0.48% | 44 |
|
|
2019
Q4 | $2.03M | Hold |
28,806
| – | – | 0.73% | 29 |
|
|
2019
Q3 | $2.03M | Buy |
28,806
+728
| +3% | +$51.4K | 0.73% | 29 |
|
|
2019
Q2 | $2.15M | Buy |
28,078
+1,558
| +6% | +$119K | 0.82% | 21 |
|
|
2019
Q1 | $2.16M | Sell |
26,520
-416
| -2% | -$33.9K | 0.87% | 23 |
|
|
2018
Q4 | $1.94M | Sell |
26,936
-730
| -3% | -$52.6K | 0.99% | 23 |
|
|
2018
Q3 | $2.37M | Sell |
27,666
-302
| -1% | -$25.9K | 1.1% | 16 |
|
|
2018
Q2 | $2.34M | Buy |
27,968
+160
| +0.6% | +$13.4K | 1.31% | 16 |
|
|
2018
Q1 | $2.03M | Buy |
27,808
+682
| +3% | +$49.9K | 1.08% | 26 |
|
|
2017
Q4 | $2.37M | Buy |
27,126
+1,777
| +7% | +$155K | 1.19% | 20 |
|
|
2017
Q3 | $2.08M | Buy |
25,349
+108
| +0.4% | +$8.84K | 1.05% | 26 |
|
|
2017
Q2 | $2.03M | Sell |
25,241
-2,866
| -10% | -$231K | 0.95% | 26 |
|
|
2017
Q1 | $2.3M | Buy |
28,107
+2,570
| +10% | +$210K | 1.41% | 16 |
|
|
2016
Q4 | $2.31M | Sell |
25,537
-1,330
| -5% | -$120K | 1.69% | 6 |
|
|
2016
Q3 | $2.35M | Sell |
26,867
-857
| -3% | -$74.9K | 1.9% | 2 |
|
|
2016
Q2 | $2.59M | Sell |
27,724
-174
| -0.6% | -$16.3K | 2.12% | 2 |
|
|
2016
Q1 | $2.35M | Buy |
+27,898
| New | +$2.35M | 1.88% | 8 |
|