WA
WealthTrust Axiom’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
15,796
-229
| -1% | -$24.7K | 0.5% | 46 |
|
|
2025
Q1 | $1.91M | Sell |
16,025
-151
| -0.9% | -$18K | 0.58% | 40 |
|
|
2024
Q4 | $1.74M | Buy |
16,176
+672
| +4% | +$72.3K | 0.52% | 42 |
|
|
2024
Q3 | $1.82M | Buy |
15,504
+163
| +1% | +$19.1K | 0.54% | 46 |
|
|
2024
Q2 | $1.77M | Buy |
15,341
+261
| +2% | +$30K | 0.59% | 39 |
|
|
2024
Q1 | $1.75M | Buy |
15,080
+258
| +2% | +$30K | 0.56% | 42 |
|
|
2023
Q4 | $1.48M | Buy |
14,822
+1,941
| +15% | +$194K | 0.5% | 51 |
|
|
2023
Q3 | $1.51M | Sell |
12,881
-1,506
| -10% | -$177K | 0.54% | 44 |
|
|
2023
Q2 | $1.54M | Sell |
14,387
-91
| -0.6% | -$9.76K | 0.51% | 46 |
|
|
2023
Q1 | $1.59M | Sell |
14,478
-387
| -3% | -$42.4K | 0.54% | 44 |
|
|
2022
Q4 | $1.64M | Buy |
14,865
+75
| +0.5% | +$8.27K | 0.57% | 42 |
|
|
2022
Q3 | $1.29M | Sell |
14,790
-1,002
| -6% | -$87.5K | 0.49% | 48 |
|
|
2022
Q2 | $1.35M | Buy |
15,792
+1,006
| +7% | +$86.1K | 0.48% | 50 |
|
|
2022
Q1 | $1.22M | Sell |
14,786
-815
| -5% | -$67.3K | 0.38% | 62 |
|
|
2021
Q4 | $954K | Buy |
15,601
+473
| +3% | +$28.9K | 0.3% | 76 |
|
|
2021
Q3 | $889K | Sell |
15,128
-121
| -0.8% | -$7.11K | 0.3% | 80 |
|
|
2021
Q2 | $961K | Buy |
15,249
+276
| +2% | +$17.4K | 0.31% | 74 |
|
|
2021
Q1 | $835K | Buy |
14,973
+125
| +0.8% | +$6.97K | 0.28% | 80 |
|
|
2020
Q4 | $612K | Sell |
14,848
-586
| -4% | -$24.2K | 0.22% | 99 |
|
|
2020
Q3 | $529K | Sell |
15,434
-1,365
| -8% | -$46.8K | 0.23% | 93 |
|
|
2020
Q2 | $751K | Sell |
16,799
-273
| -2% | -$12.2K | 0.33% | 70 |
|
|
2020
Q1 | $648K | Sell |
17,072
-3,071
| -15% | -$117K | 0.32% | 74 |
|
|
2019
Q4 | $1.41M | Sell |
20,143
-779
| -4% | -$54.3K | 0.47% | 56 |
|
|
2019
Q3 | $1.48M | Sell |
20,922
-481
| -2% | -$34K | 0.52% | 52 |
|
|
2019
Q2 | $1.64M | Sell |
21,403
-81
| -0.4% | -$6.21K | 0.57% | 48 |
|
|
2019
Q1 | $1.74M | Sell |
21,484
-99
| -0.5% | -$8K | 0.62% | 46 |
|
|
2018
Q4 | $1.47M | Sell |
21,583
-3,061
| -12% | -$209K | 0.6% | 47 |
|
|
2018
Q3 | $2.1M | Buy |
24,644
+216
| +0.9% | +$18.4K | 0.71% | 41 |
|
|
2018
Q2 | $2.02M | Buy |
24,428
+15
| +0.1% | +$1.24K | 0.71% | 41 |
|
|
2018
Q1 | $1.82M | Buy |
24,413
+1,419
| +6% | +$106K | 0.66% | 44 |
|
|
2017
Q4 | $1.92M | Buy |
22,994
+180
| +0.8% | +$15.1K | 0.72% | 44 |
|
|
2017
Q3 | $1.87M | Buy |
22,814
+17
| +0.1% | +$1.39K | 0.71% | 43 |
|
|
2017
Q2 | $1.84M | Sell |
22,797
-186
| -0.8% | -$15K | 0.69% | 42 |
|
|
2017
Q1 | $1.88M | Sell |
22,983
-393
| -2% | -$32.2K | 0.69% | 39 |
|
|
2016
Q4 | $2.11M | Sell |
23,376
-524
| -2% | -$47.3K | 0.77% | 40 |
|
|
2016
Q3 | $2.09M | Sell |
23,900
-1,705
| -7% | -$149K | 0.78% | 39 |
|
|
2016
Q2 | $2.4M | Buy |
25,605
+21
| +0.1% | +$1.97K | 0.92% | 32 |
|
|
2016
Q1 | $2.14M | Buy |
25,584
+266
| +1% | +$22.2K | 0.84% | 41 |
|
|
2015
Q4 | $1.97M | Buy |
25,318
+754
| +3% | +$58.8K | 0.78% | 42 |
|
|
2015
Q3 | $1.83M | Buy |
24,564
+238
| +1% | +$17.7K | 0.76% | 41 |
|
|
2015
Q2 | $2.02M | Sell |
24,326
-338
| -1% | -$28.1K | 0.75% | 41 |
|
|
2015
Q1 | $2.1M | Sell |
24,664
-213
| -0.9% | -$18.1K | 0.75% | 39 |
|
|
2014
Q4 | $2.3M | Sell |
24,877
-660
| -3% | -$61K | 0.82% | 34 |
|
|
2014
Q3 | $2.4M | Buy |
25,537
+235
| +0.9% | +$22.1K | 0.85% | 34 |
|
|
2014
Q2 | $2.55M | Buy |
25,302
+2
| +0% | +$201 | 0.86% | 34 |
|
|
2014
Q1 | $2.47M | Buy |
25,300
+1
| +0% | +$98 | 0.89% | 30 |
|
|
2013
Q4 | $2.56M | Buy |
25,299
+273
| +1% | +$27.6K | 0.99% | 29 |
|
|
2013
Q3 | $2.15M | Sell |
25,026
-2,719
| -10% | -$234K | 0.89% | 32 |
|
|
2013
Q2 | $2.51M | Buy |
+27,745
| New | +$2.51M | 1.08% | 27 |
|