WAOTB
Wealth Advisors of Tampa Bay’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Buy |
8,572
+112
| +1% | +$12.1K | 0.35% | 65 |
|
|
2025
Q1 | $1.01M | Sell |
8,460
-1
| -0% | -$119 | 0.41% | 62 |
|
|
2024
Q4 | $910K | Hold |
8,461
| – | – | 0.39% | 62 |
|
|
2024
Q3 | $992K | Buy |
8,461
+1
| +0% | +$117 | 0.41% | 64 |
|
|
2024
Q2 | $974K | Hold |
8,460
| – | – | 0.45% | 61 |
|
|
2024
Q1 | $983K | Hold |
8,460
| – | – | 0.47% | 62 |
|
|
2023
Q4 | $846K | Sell |
8,460
-8,460
| -50% | -$846K | 0.43% | 59 |
|
|
2023
Q3 | $1.99M | Buy |
16,920
+8,316
| +97% | +$978K | 0.55% | 56 |
|
|
2023
Q2 | $923K | Sell |
8,604
-150
| -2% | -$16.1K | 0.51% | 56 |
|
|
2023
Q1 | $960K | Sell |
8,754
-75
| -0.8% | -$8.23K | 0.55% | 55 |
|
|
2022
Q4 | $974K | Sell |
8,829
-75
| -0.8% | -$8.27K | 0.6% | 50 |
|
|
2022
Q3 | $777K | Sell |
8,904
-9,204
| -51% | -$803K | 0.53% | 53 |
|
|
2022
Q2 | $1.55M | Buy |
18,108
+600
| +3% | +$51.4K | 0.48% | 56 |
|
|
2022
Q1 | $1.45M | Hold |
17,508
| – | – | 0.39% | 61 |
|
|
2021
Q4 | $1.07M | Buy |
17,508
+8,754
| +100% | +$536K | 0.26% | 67 |
|
|
2021
Q3 | $515K | Hold |
8,754
| – | – | 0.28% | 68 |
|
|
2021
Q2 | $552K | Hold |
8,754
| – | – | 0.31% | 68 |
|
|
2021
Q1 | $489K | Hold |
8,754
| – | – | 0.29% | 68 |
|
|
2020
Q4 | $361K | Sell |
8,754
-29,499
| -77% | -$1.22M | 0.25% | 67 |
|
|
2020
Q3 | $1.31M | Buy |
38,253
+2,448
| +7% | +$84K | 0.98% | 44 |
|
|
2020
Q2 | $1.6M | Buy |
35,805
+878
| +3% | +$39.3K | 1.34% | 38 |
|
|
2020
Q1 | $1.33M | Buy |
34,927
+2,847
| +9% | +$108K | 1.49% | 32 |
|
|
2019
Q4 | $2.24M | Sell |
32,080
-13,068
| -29% | -$912K | 2.06% | 21 |
|
|
2019
Q3 | $3.19M | Sell |
45,148
-4,316
| -9% | -$305K | 2.65% | 10 |
|
|
2019
Q2 | $3.79M | Sell |
49,464
-7,061
| -12% | -$541K | 2.75% | 7 |
|
|
2019
Q1 | $4.57M | Sell |
56,525
-1,537
| -3% | -$124K | 3.31% | 3 |
|
|
2018
Q4 | $3.96M | Buy |
58,062
+8,610
| +17% | +$587K | 3.22% | 9 |
|
|
2018
Q3 | $4.21M | Buy |
49,452
+24,125
| +95% | +$2.05M | 2.95% | 10 |
|
|
2018
Q2 | $2.07M | Buy |
25,327
+894
| +4% | +$73K | 1.58% | 29 |
|
|
2018
Q1 | $1.82M | Buy |
24,433
+1,802
| +8% | +$134K | 1.32% | 34 |
|
|
2017
Q4 | $1.97M | Buy |
+22,631
| New | +$1.97M | 1.35% | 32 |
|