WP
WMS Partners’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-46,828
| Closed | -$5.04M | – | 292 |
|
|
2024
Q4 | $5.04M | Buy |
46,828
+4,225
| +10% | +$454K | 0.28% | 40 |
|
|
2024
Q3 | $4.99M | Sell |
42,603
-1,257
| -3% | -$147K | 0.28% | 41 |
|
|
2024
Q2 | $5.05M | Sell |
43,860
-232
| -0.5% | -$26.7K | 0.32% | 35 |
|
|
2024
Q1 | $5.13M | Buy |
44,092
+776
| +2% | +$90.2K | 0.35% | 38 |
|
|
2023
Q4 | $4.33M | Sell |
43,316
-577
| -1% | -$57.7K | 0.32% | 40 |
|
|
2023
Q3 | $5.16M | Sell |
43,893
-1,006
| -2% | -$118K | 0.41% | 40 |
|
|
2023
Q2 | $4.82M | Sell |
44,899
-155
| -0.3% | -$16.6K | 0.38% | 41 |
|
|
2023
Q1 | $4.94M | Buy |
45,054
+931
| +2% | +$102K | 0.43% | 38 |
|
|
2022
Q4 | $4.87M | Sell |
44,123
-480
| -1% | -$52.9K | 0.48% | 38 |
|
|
2022
Q3 | $3.89M | Sell |
44,603
-529
| -1% | -$46.2K | 0.53% | 38 |
|
|
2022
Q2 | $3.87M | Sell |
45,132
-3,759
| -8% | -$322K | 0.6% | 32 |
|
|
2022
Q1 | $4.04M | Buy |
48,891
+3,034
| +7% | +$251K | 0.55% | 31 |
|
|
2021
Q4 | $2.81M | Sell |
45,857
-10,742
| -19% | -$657K | 0.6% | 35 |
|
|
2021
Q3 | $3.33M | Buy |
56,599
+4,330
| +8% | +$255K | 0.49% | 33 |
|
|
2021
Q2 | $3.3M | Buy |
52,269
+111
| +0.2% | +$7K | 0.49% | 34 |
|
|
2021
Q1 | $2.91M | Sell |
52,158
-2,185
| -4% | -$122K | 0.66% | 33 |
|
|
2020
Q4 | $2.24M | Sell |
54,343
-808
| -1% | -$33.3K | 0.39% | 38 |
|
|
2020
Q3 | $1.89M | Sell |
55,151
-6,336
| -10% | -$217K | 0.37% | 40 |
|
|
2020
Q2 | $2.75M | Sell |
61,487
-5,142
| -8% | -$230K | 0.57% | 32 |
|
|
2020
Q1 | $2.53M | Sell |
66,629
-2,164
| -3% | -$82.2K | 0.7% | 26 |
|
|
2019
Q4 | $4.8M | Buy |
68,793
+656
| +1% | +$45.8K | 1.07% | 19 |
|
|
2019
Q3 | $4.81M | Sell |
68,137
-1,241
| -2% | -$87.6K | 1.16% | 19 |
|
|
2019
Q2 | $5.32M | Sell |
69,378
-2,676
| -4% | -$205K | 1.31% | 17 |
|
|
2019
Q1 | $5.82M | Sell |
72,054
-2,608
| -3% | -$211K | 1.45% | 15 |
|
|
2018
Q4 | $5.09M | Sell |
74,662
-67,494
| -47% | -$4.6M | 1.42% | 15 |
|
|
2018
Q3 | $12.1M | Sell |
142,156
-948
| -0.7% | -$80.6K | 1.36% | 23 |
|
|
2018
Q2 | $11.8M | Buy |
143,104
+250
| +0.2% | +$20.7K | 1.38% | 21 |
|
|
2018
Q1 | $10.7M | Sell |
142,854
-6,149
| -4% | -$459K | 1.27% | 24 |
|
|
2017
Q4 | $12.5M | Sell |
149,003
-5,561
| -4% | -$465K | 1.4% | 22 |
|
|
2017
Q3 | $12.7M | Sell |
154,564
-536
| -0.3% | -$43.9K | 1.51% | 22 |
|
|
2017
Q2 | $12.5M | Buy |
155,100
+3,191
| +2% | +$258K | 1.55% | 22 |
|
|
2017
Q1 | $12.5M | Sell |
151,909
-63
| -0% | -$5.17K | 1.57% | 22 |
|
|
2016
Q4 | $13.7M | Sell |
151,972
-806
| -0.5% | -$72.8K | 1.82% | 16 |
|
|
2016
Q3 | $13.3M | Sell |
152,778
-1,617
| -1% | -$141K | 1.79% | 17 |
|
|
2016
Q2 | $14.5M | Buy |
154,395
+686
| +0.4% | +$64.3K | 2.01% | 13 |
|
|
2016
Q1 | $12.8M | Buy |
153,709
+1,343
| +0.9% | +$112K | 1.79% | 16 |
|
|
2015
Q4 | $11.9M | Sell |
152,366
-23,131
| -13% | -$1.8M | 1.71% | 21 |
|
|
2015
Q3 | $13M | Sell |
175,497
-63,541
| -27% | -$4.72M | 1.99% | 13 |
|
|
2015
Q2 | $19.9M | Buy |
239,038
+68,966
| +41% | +$5.74M | 2.31% | 8 |
|
|
2015
Q1 | $14.5M | Buy |
170,072
+85,011
| +100% | +$7.23M | 1.77% | 13 |
|
|
2014
Q4 | $7.86M | Sell |
85,061
-2,049
| -2% | -$189K | 1.21% | 28 |
|
|
2014
Q3 | $8.19M | Sell |
87,110
-6,282
| -7% | -$591K | 1.28% | 26 |
|
|
2014
Q2 | $9.4M | Sell |
93,392
-2,852
| -3% | -$287K | 1.45% | 26 |
|
|
2014
Q1 | $9.36M | Sell |
96,244
-1,319
| -1% | -$128K | 1.5% | 24 |
|
|
2013
Q4 | $9.87M | Sell |
97,563
-2,585
| -3% | -$262K | 1.63% | 21 |
|
|
2013
Q3 | $8.58M | Sell |
100,148
-25
| -0% | -$2.14K | 1.64% | 23 |
|
|
2013
Q2 | $9.05M | Buy |
+100,173
| New | +$9.05M | 1.65% | 22 |
|