Wagner Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
23,131
+8,948
| +63% | +$965K | 0.57% | 31 |
|
|
2025
Q1 | $1.69M | Sell |
14,183
-110
| -0.8% | -$13.1K | 0.42% | 33 |
|
|
2024
Q4 | $1.54M | Buy |
14,293
+617
| +5% | +$66.4K | 0.4% | 35 |
|
|
2024
Q3 | $1.6M | Sell |
13,676
-4,781
| -26% | -$560K | 0.43% | 33 |
|
|
2024
Q2 | $2.12M | Buy |
18,457
+1,010
| +6% | +$116K | 0.64% | 30 |
|
|
2024
Q1 | $2.03M | Buy |
17,447
+359
| +2% | +$41.7K | 0.62% | 30 |
|
|
2023
Q4 | $1.71M | Sell |
17,088
-1,698
| -9% | -$170K | 0.57% | 36 |
|
|
2023
Q3 | $2.21M | Sell |
18,786
-261
| -1% | -$30.7K | 0.81% | 28 |
|
|
2023
Q2 | $2.04M | Buy |
19,047
+2
| +0% | +$214 | 0.78% | 29 |
|
|
2023
Q1 | $2.09M | Buy |
19,045
+239
| +1% | +$26.2K | 0.95% | 28 |
|
|
2022
Q4 | $2.07M | Buy |
18,806
+3,192
| +20% | +$352K | 1.28% | 22 |
|
|
2022
Q3 | $1.36M | Buy |
15,614
+302
| +2% | +$26.4K | 1.01% | 26 |
|
|
2022
Q2 | $1.31M | Buy |
15,312
+3,198
| +26% | +$274K | 1.04% | 28 |
|
|
2022
Q1 | $1M | Sell |
12,114
-3,877
| -24% | -$320K | 0.7% | 36 |
|
|
2021
Q4 | $978K | Buy |
15,991
+248
| +2% | +$15.2K | 0.75% | 33 |
|
|
2021
Q3 | $1.02M | Sell |
15,743
-332
| -2% | -$21.4K | 0.81% | 33 |
|
|
2021
Q2 | $1.01M | Buy |
16,075
+445
| +3% | +$28.1K | 0.73% | 36 |
|
|
2021
Q1 | $873K | Buy |
15,630
+2,028
| +15% | +$113K | 0.69% | 39 |
|
|
2020
Q4 | $561K | Buy |
+13,602
| New | +$561K | 0.53% | 58 |
|
|
2018
Q3 | $1.1M | Sell |
12,894
-2,001
| -13% | -$170K | 0.73% | 37 |
|
|
2018
Q2 | $1.23M | Buy |
14,895
+2,309
| +18% | +$191K | 0.89% | 29 |
|
|
2018
Q1 | $939K | Buy |
12,586
+3,319
| +36% | +$248K | 0.72% | 32 |
|
|
2017
Q4 | $806K | Buy |
+9,267
| New | +$806K | 0.6% | 42 |
|