WPA
Winning Points Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $927K | Buy |
+7,763
| New | +$927K | 1.57% | 11 |
|
|
2024
Q1 | $886K | Hold |
8,859
| – | – | 1.37% | 13 |
|
|
2023
Q4 | $886K | Buy |
8,859
+1,096
| +14% | +$110K | 1.37% | 13 |
|
|
2023
Q3 | $927K | Sell |
7,763
-1,096
| -12% | -$131K | 1.64% | 11 |
|
|
2023
Q2 | $886K | Sell |
8,859
-9,363
| -51% | -$936K | 1.37% | 13 |
|
|
2023
Q1 | $2M | Hold |
18,222
| – | – | 2.2% | 10 |
|
|
2022
Q4 | $2.01M | Sell |
18,222
-2,069
| -10% | -$228K | 2.56% | 10 |
|
|
2022
Q3 | $1.8M | Sell |
20,291
-9,000
| -31% | -$800K | 2.2% | 9 |
|
|
2022
Q2 | $2.51M | Sell |
29,291
-1,806
| -6% | -$155K | 2.76% | 8 |
|
|
2022
Q1 | $2.57M | Sell |
31,097
-15,340
| -33% | -$1.27M | 2% | 14 |
|
|
2021
Q4 | $3.56M | Buy |
46,437
+12,888
| +38% | +$988K | 2.58% | 12 |
|
|
2021
Q3 | $1.97M | Buy |
33,549
+1,576
| +5% | +$92.7K | 1.44% | 17 |
|
|
2021
Q2 | $2.01M | Sell |
31,973
-3,377
| -10% | -$213K | 1.51% | 18 |
|
|
2021
Q1 | $1.98M | Buy |
35,350
+77
| +0.2% | +$4.3K | 1.48% | 20 |
|
|
2020
Q4 | $1.45M | Sell |
35,273
-228
| -0.6% | -$9.4K | 1.17% | 24 |
|
|
2020
Q3 | $1.22M | Sell |
35,501
-49
| -0.1% | -$1.68K | 1.04% | 25 |
|
|
2020
Q2 | $1.59M | Sell |
35,550
-10,261
| -22% | -$458K | 1.52% | 22 |
|
|
2020
Q1 | $1.73M | Sell |
45,811
-318
| -0.7% | -$12K | 1.69% | 21 |
|
|
2019
Q4 | $3.22M | Sell |
46,129
-912
| -2% | -$63.6K | 2.05% | 16 |
|
|
2019
Q3 | $3.36M | Buy |
47,041
+604
| +1% | +$43.2K | 2.43% | 14 |
|
|
2019
Q2 | $3.56M | Buy |
46,437
+1,782
| +4% | +$137K | 2.58% | 12 |
|
|
2019
Q1 | $3.61M | Sell |
44,655
-340
| -0.8% | -$27.5K | 2.79% | 10 |
|
|
2018
Q4 | $3.14M | Sell |
44,995
-2,044
| -4% | -$142K | 2.69% | 10 |
|
|
2018
Q3 | $4M | Sell |
47,039
-186
| -0.4% | -$15.8K | 2.94% | 11 |
|
|
2018
Q2 | $3.91M | Buy |
47,225
+2,559
| +6% | +$212K | 3.12% | 9 |
|
|
2018
Q1 | $3.29M | Buy |
44,666
+2,155
| +5% | +$159K | 2.69% | 12 |
|
|
2017
Q4 | $3.56M | Sell |
42,511
-647
| -1% | -$54.2K | 2.9% | 9 |
|
|
2017
Q3 | $3.54M | Buy |
43,158
+1,034
| +2% | +$84.8K | 3.05% | 8 |
|
|
2017
Q2 | $3.46M | Sell |
42,124
-2,588
| -6% | -$212K | 3.38% | 7 |
|
|
2017
Q1 | $3.69M | Sell |
44,712
-4,936
| -10% | -$407K | 3.61% | 7 |
|
|
2016
Q4 | $4.48M | Buy |
+49,648
| New | +$4.48M | 4.89% | 4 |
|