WCM
Wealthcare Capital Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
12,782
+4,252
| +50% | +$458K | 0.15% | 28 |
|
|
2025
Q1 | $1.01M | Sell |
8,530
-23
| -0.3% | -$2.74K | 0.1% | 37 |
|
|
2024
Q4 | $920K | Buy |
8,553
+22
| +0.3% | +$2.37K | 0.09% | 34 |
|
|
2024
Q3 | $1,000K | Buy |
8,531
+66
| +0.8% | +$7.74K | 0.1% | 37 |
|
|
2024
Q2 | $974K | Buy |
8,465
+168
| +2% | +$19.3K | 0.1% | 34 |
|
|
2024
Q1 | $965K | Sell |
8,297
-72
| -0.9% | -$8.37K | 0.11% | 36 |
|
|
2023
Q4 | $837K | Sell |
8,369
-68
| -0.8% | -$6.8K | 0.1% | 40 |
|
|
2023
Q3 | $992K | Sell |
8,437
-243
| -3% | -$28.6K | 0.12% | 34 |
|
|
2023
Q2 | $931K | Buy |
8,680
+9
| +0.1% | +$965 | 0.11% | 33 |
|
|
2023
Q1 | $951K | Buy |
8,671
+51
| +0.6% | +$5.59K | 0.12% | 33 |
|
|
2022
Q4 | $951K | Buy |
8,620
+2,926
| +51% | +$323K | 0.12% | 33 |
|
|
2022
Q3 | $497K | Buy |
5,694
+688
| +14% | +$60.1K | 0.06% | 41 |
|
|
2022
Q2 | $429K | Sell |
5,006
-307
| -6% | -$26.3K | 0.05% | 47 |
|
|
2022
Q1 | $439K | Buy |
5,313
+534
| +11% | +$44.1K | 0.04% | 56 |
|
|
2021
Q4 | $292K | Sell |
4,779
-150
| -3% | -$9.17K | 0.03% | 71 |
|
|
2021
Q3 | $290K | Buy |
4,929
+89
| +2% | +$5.24K | 0.03% | 64 |
|
|
2021
Q2 | $305K | Buy |
4,840
+105
| +2% | +$6.62K | 0.03% | 63 |
|
|
2021
Q1 | $264K | Sell |
4,735
-628
| -12% | -$35K | 0.03% | 61 |
|
|
2020
Q4 | $221K | Sell |
5,363
-818
| -13% | -$33.7K | 0.02% | 59 |
|
|
2020
Q3 | $212K | Sell |
6,181
-396
| -6% | -$13.6K | 0.02% | 56 |
|
|
2020
Q2 | $294K | Buy |
6,577
+649
| +11% | +$29K | 0.04% | 46 |
|
|
2020
Q1 | $225K | Sell |
5,928
-154
| -3% | -$5.85K | 0.03% | 48 |
|
|
2019
Q4 | $424K | Buy |
6,082
+269
| +5% | +$18.8K | 0.05% | 41 |
|
|
2019
Q3 | $410K | Sell |
5,813
-254
| -4% | -$17.9K | 0.05% | 38 |
|
|
2019
Q2 | $465K | Buy |
6,067
+1
| +0% | +$77 | 0.06% | 34 |
|
|
2019
Q1 | $490K | Buy |
6,066
+2
| +0% | +$162 | 0.07% | 34 |
|
|
2018
Q4 | $414K | Sell |
6,064
-167
| -3% | -$11.4K | 0.06% | 37 |
|
|
2018
Q3 | $530K | Buy |
6,231
+1
| +0% | +$85 | 0.06% | 29 |
|
|
2018
Q2 | $515K | Sell |
6,230
-93
| -1% | -$7.69K | 0.06% | 30 |
|
|
2018
Q1 | $472K | Buy |
6,323
+1
| +0% | +$75 | 0.05% | 31 |
|
|
2017
Q4 | $529K | Sell |
6,322
-139
| -2% | -$11.6K | 0.06% | 28 |
|
|
2017
Q3 | $530K | Buy |
6,461
+1
| +0% | +$82 | 0.06% | 27 |
|
|
2017
Q2 | $521K | Buy |
6,460
+2
| +0% | +$161 | 0.06% | 29 |
|
|
2017
Q1 | $530K | Sell |
6,458
-109
| -2% | -$8.95K | 0.06% | 27 |
|
|
2016
Q4 | $593K | Sell |
6,567
-2,176
| -25% | -$196K | 0.07% | 26 |
|
|
2016
Q3 | $763K | Sell |
8,743
-186
| -2% | -$16.2K | 0.09% | 21 |
|
|
2016
Q2 | $837K | Buy |
8,929
+1
| +0% | +$94 | 0.1% | 17 |
|
|
2016
Q1 | $746K | Sell |
8,928
-69
| -0.8% | -$5.77K | 0.09% | 19 |
|
|
2015
Q4 | $701K | Sell |
8,997
-7
| -0.1% | -$545 | 0.09% | 22 |
|
|
2015
Q3 | $669K | Sell |
9,004
-99
| -1% | -$7.36K | 0.08% | 20 |
|
|
2015
Q2 | $757K | Sell |
9,103
-2,723
| -23% | -$226K | 0.09% | 18 |
|
|
2015
Q1 | $1.01M | Buy |
11,826
+3,028
| +34% | +$257K | 0.12% | 22 |
|
|
2014
Q4 | $813K | Sell |
8,798
-34
| -0.4% | -$3.14K | 0.11% | 16 |
|
|
2014
Q3 | $831K | Buy |
8,832
+110
| +1% | +$10.4K | 0.12% | 14 |
|
|
2014
Q2 | $878K | Buy |
8,722
+146
| +2% | +$14.7K | 0.13% | 13 |
|
|
2014
Q1 | $838K | Buy |
8,576
+89
| +1% | +$8.7K | 0.13% | 14 |
|
|
2013
Q4 | $859K | Buy |
8,487
+2,228
| +36% | +$226K | 0.14% | 9 |
|
|
2013
Q3 | $539K | Hold |
6,259
| – | – | 0.09% | 9 |
|
|
2013
Q2 | $566K | Buy |
+6,259
| New | +$566K | 0.1% | 9 |
|