WI
WBI Investments’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,237
| Closed | -$266K | – | 333 |
|
|
2025
Q1 | $266K | Buy |
+2,237
| New | +$266K | 0.07% | 196 |
|
|
2023
Q2 | – | Sell |
-17,476
| Closed | -$1.92M | – | 234 |
|
|
2023
Q1 | $1.92M | Sell |
17,476
-3,255
| -16% | -$357K | 0.38% | 70 |
|
|
2022
Q4 | $2.29M | Sell |
20,731
-15,718
| -43% | -$1.73M | 0.49% | 58 |
|
|
2022
Q3 | $3.18M | Sell |
36,449
-31,602
| -46% | -$2.76M | 0.93% | 24 |
|
|
2022
Q2 | $5.62M | Buy |
68,051
+57,028
| +517% | +$4.71M | 1.21% | 24 |
|
|
2022
Q1 | $910K | Sell |
11,023
-72,362
| -87% | -$5.97M | 0.15% | 117 |
|
|
2021
Q4 | $4.92M | Buy |
+83,385
| New | +$4.92M | 0.79% | 26 |
|
|
2021
Q2 | – | Sell |
-64,887
| Closed | -$3.62M | – | 252 |
|
|
2021
Q1 | $3.62M | Sell |
64,887
-4,532
| -7% | -$253K | 0.57% | 38 |
|
|
2020
Q4 | $2.86M | Buy |
69,419
+1,305
| +2% | +$53.8K | 0.43% | 56 |
|
|
2020
Q3 | $2.34M | Buy |
68,114
+37,060
| +119% | +$1.27M | 0.36% | 54 |
|
|
2020
Q2 | $1.39M | Buy |
+31,054
| New | +$1.39M | 0.22% | 54 |
|
|
2020
Q1 | – | Sell |
-54,015
| Closed | -$3.77M | – | 210 |
|
|
2019
Q4 | $3.77M | Buy |
54,015
+48,451
| +871% | +$3.38M | 0.4% | 59 |
|
|
2019
Q3 | $393K | Buy |
+5,564
| New | +$393K | 0.04% | 171 |
|
|
2019
Q2 | – | Sell |
-212,415
| Closed | -$17.2M | – | 307 |
|
|
2019
Q1 | $17.2M | Buy |
+212,415
| New | +$17.2M | 1.32% | 17 |
|
|
2018
Q4 | – | Sell |
-44,237
| Closed | -$3.76M | – | 238 |
|
|
2018
Q3 | $3.76M | Buy |
44,237
+12,955
| +41% | +$1.1M | 0.2% | 87 |
|
|
2018
Q2 | $2.59M | Buy |
+31,282
| New | +$2.59M | 0.14% | 100 |
|
|
2014
Q4 | – | Sell |
-479,493
| Closed | -$45.1M | – | 233 |
|
|
2014
Q3 | $45.1M | Buy |
+479,493
| New | +$45.1M | 1.34% | 26 |
|