WA
Wealth Architects’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
17,126
-67
| -0.4% | -$7.22K | 0.19% | 65 |
|
|
2025
Q1 | $2.04M | Sell |
17,193
-967
| -5% | -$115K | 0.23% | 61 |
|
|
2024
Q4 | $1.95M | Buy |
18,160
+4,409
| +32% | +$474K | 0.22% | 58 |
|
|
2024
Q3 | $1.61M | Sell |
13,751
-198
| -1% | -$23.2K | 0.18% | 62 |
|
|
2024
Q2 | $1.61M | Buy |
13,949
+265
| +2% | +$30.5K | 0.2% | 61 |
|
|
2024
Q1 | $1.59M | Sell |
13,684
-205
| -1% | -$23.8K | 0.21% | 57 |
|
|
2023
Q4 | $1.39M | Buy |
13,889
+146
| +1% | +$14.6K | 0.19% | 58 |
|
|
2023
Q3 | $1.62M | Buy |
13,743
+98
| +0.7% | +$11.5K | 0.27% | 49 |
|
|
2023
Q2 | $1.46M | Sell |
13,645
-410
| -3% | -$44K | 0.24% | 53 |
|
|
2023
Q1 | $1.54M | Buy |
14,055
+112
| +0.8% | +$12.3K | 0.27% | 47 |
|
|
2022
Q4 | $1.54M | Buy |
13,943
+3
| +0% | +$331 | 0.29% | 44 |
|
|
2022
Q3 | $1.22M | Sell |
13,940
-2,601
| -16% | -$227K | 0.25% | 46 |
|
|
2022
Q2 | $1.42M | Buy |
16,541
+979
| +6% | +$83.9K | 0.28% | 42 |
|
|
2022
Q1 | $1.29M | Buy |
15,562
+1,574
| +11% | +$130K | 0.22% | 45 |
|
|
2021
Q4 | $856K | Buy |
13,988
+764
| +6% | +$46.8K | 0.15% | 67 |
|
|
2021
Q3 | $778K | Sell |
13,224
-406
| -3% | -$23.9K | 0.15% | 68 |
|
|
2021
Q2 | $860K | Buy |
13,630
+2,173
| +19% | +$137K | 0.17% | 57 |
|
|
2021
Q1 | $640K | Buy |
11,457
+659
| +6% | +$36.8K | 0.14% | 68 |
|
|
2020
Q4 | $445K | Sell |
10,798
-543
| -5% | -$22.4K | 0.1% | 86 |
|
|
2020
Q3 | $389K | Sell |
11,341
-205
| -2% | -$7.03K | 0.11% | 90 |
|
|
2020
Q2 | $516K | Buy |
11,546
+178
| +2% | +$7.96K | 0.14% | 66 |
|
|
2020
Q1 | $432K | Sell |
11,368
-1,505
| -12% | -$57.2K | 0.15% | 69 |
|
|
2019
Q4 | $898K | Sell |
12,873
-1,561
| -11% | -$109K | 0.25% | 41 |
|
|
2019
Q3 | $1.02M | Buy |
14,434
+173
| +1% | +$12.2K | 0.31% | 32 |
|
|
2019
Q2 | $1.09M | Sell |
14,261
-1,855
| -12% | -$142K | 0.33% | 31 |
|
|
2019
Q1 | $1.3M | Sell |
16,116
-1,091
| -6% | -$88.1K | 0.41% | 28 |
|
|
2018
Q4 | $1.17M | Sell |
17,207
-606
| -3% | -$41.3K | 0.42% | 28 |
|
|
2018
Q3 | $1.51M | Buy |
17,813
+2,881
| +19% | +$245K | 0.47% | 26 |
|
|
2018
Q2 | $1.24M | Sell |
14,932
-315
| -2% | -$26.1K | 0.4% | 28 |
|
|
2018
Q1 | $1.14M | Sell |
15,247
-163
| -1% | -$12.2K | 0.38% | 28 |
|
|
2017
Q4 | $1.29M | Sell |
15,410
-261
| -2% | -$21.8K | 0.42% | 29 |
|
|
2017
Q3 | $1.29M | Buy |
15,671
+591
| +4% | +$48.5K | 0.45% | 27 |
|
|
2017
Q2 | $1.22M | Buy |
15,080
+4,016
| +36% | +$324K | 0.45% | 27 |
|
|
2017
Q1 | $907K | Sell |
11,064
-16
| -0.1% | -$1.31K | 0.36% | 33 |
|
|
2016
Q4 | $1M | Sell |
11,080
-199
| -2% | -$18K | 0.45% | 30 |
|
|
2016
Q3 | $984K | Buy |
11,279
+101
| +0.9% | +$8.81K | 0.46% | 30 |
|
|
2016
Q2 | $1.05M | Sell |
11,178
-1,332
| -11% | -$125K | 0.51% | 25 |
|
|
2016
Q1 | $1.05M | Sell |
12,510
-21
| -0.2% | -$1.76K | 0.52% | 24 |
|
|
2015
Q4 | $977K | Sell |
12,531
-42
| -0.3% | -$3.28K | 0.48% | 29 |
|
|
2015
Q3 | $935K | Buy |
12,573
+64
| +0.5% | +$4.76K | 0.5% | 30 |
|
|
2015
Q2 | $1.04M | Buy |
12,509
+2,511
| +25% | +$209K | 0.56% | 21 |
|
|
2015
Q1 | $850K | Sell |
9,998
-180
| -2% | -$15.3K | 0.49% | 25 |
|
|
2014
Q4 | $941K | Buy |
+10,178
| New | +$941K | 0.55% | 21 |
|