WCAMG
Woodard & Company Asset Management Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
26,496
+860
| +3% | +$92.7K | 0.52% | 33 |
|
|
2025
Q1 | $3.05M | Buy |
25,636
+616
| +2% | +$73.3K | 0.64% | 29 |
|
|
2024
Q4 | $2.69M | Buy |
25,020
+517
| +2% | +$55.6K | 0.58% | 30 |
|
|
2024
Q3 | $2.87M | Buy |
24,503
+12,089
| +97% | +$1.42M | 0.65% | 32 |
|
|
2024
Q2 | $1.43M | Sell |
12,414
-45
| -0.4% | -$5.18K | 0.36% | 41 |
|
|
2024
Q1 | $1.45M | Sell |
12,459
-12
| -0.1% | -$1.4K | 0.39% | 43 |
|
|
2023
Q4 | $1.25M | Sell |
12,471
-100
| -0.8% | -$10K | 0.36% | 40 |
|
|
2023
Q3 | $1.48M | Sell |
12,571
-227
| -2% | -$26.7K | 0.5% | 34 |
|
|
2023
Q2 | $1.37M | Buy |
12,798
+81
| +0.6% | +$8.69K | 0.46% | 36 |
|
|
2023
Q1 | $1.39M | Sell |
12,717
-80
| -0.6% | -$8.77K | 0.49% | 36 |
|
|
2022
Q4 | $1.41M | Sell |
12,797
-100
| -0.8% | -$11K | 0.5% | 32 |
|
|
2022
Q3 | $1.13M | Sell |
12,897
-912
| -7% | -$79.6K | 0.52% | 33 |
|
|
2022
Q2 | $1.18M | Sell |
13,809
-112
| -0.8% | -$9.6K | 0.49% | 31 |
|
|
2022
Q1 | $1.15M | Sell |
13,921
-70
| -0.5% | -$5.78K | 0.48% | 33 |
|
|
2021
Q4 | $856K | Sell |
13,991
-417
| -3% | -$25.5K | 0.41% | 40 |
|
|
2021
Q3 | $848K | Buy |
14,408
+1,000
| +7% | +$58.9K | 0.52% | 32 |
|
|
2021
Q2 | $846K | Sell |
13,408
-602
| -4% | -$38K | 0.51% | 35 |
|
|
2021
Q1 | $782K | Buy |
14,010
+106
| +0.8% | +$5.92K | 0.5% | 35 |
|
|
2020
Q4 | $573K | Sell |
13,904
-123
| -0.9% | -$5.07K | 0.35% | 41 |
|
|
2020
Q3 | $482K | Sell |
14,027
-415
| -3% | -$14.3K | 0.32% | 41 |
|
|
2020
Q2 | $646K | Buy |
14,442
+65
| +0.5% | +$2.91K | 0.44% | 32 |
|
|
2020
Q1 | $546K | Buy |
14,377
+400
| +3% | +$15.2K | 0.39% | 33 |
|
|
2019
Q4 | $975K | Hold |
13,977
| – | – | 0.59% | 30 |
|
|
2019
Q3 | $987K | Buy |
13,977
+2,347
| +20% | +$166K | 0.63% | 21 |
|
|
2019
Q2 | $891K | Hold |
11,630
| – | – | 6.88% | 2 |
|
|
2019
Q1 | $940K | Hold |
11,630
| – | – | 7.9% | 2 |
|
|
2018
Q4 | $793K | Sell |
11,630
-1,793
| -13% | -$122K | 8.02% | 2 |
|
|
2018
Q3 | $1.14M | Buy |
13,423
+35
| +0.3% | +$2.98K | 1.04% | 7 |
|
|
2018
Q2 | $1.11M | Sell |
13,388
-7,706
| -37% | -$638K | 1.07% | 7 |
|
|
2018
Q1 | $1.57M | Buy |
21,094
+4
| +0% | +$297 | 1.54% | 5 |
|
|
2017
Q4 | $1.76M | Buy |
+21,090
| New | +$1.76M | 1.53% | 6 |
|