KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
10,805
+214
| +2% | +$23.1K | 0.92% | 20 |
|
|
2025
Q1 | $1.26M | Buy |
10,591
+229
| +2% | +$27.2K | 1.1% | 19 |
|
|
2024
Q4 | $1.11M | Buy |
10,362
+27
| +0.3% | +$2.91K | 0.82% | 22 |
|
|
2024
Q3 | $1.21M | Sell |
10,335
-88
| -0.8% | -$10.3K | 1.01% | 21 |
|
|
2024
Q2 | $1.2M | Buy |
10,423
+273
| +3% | +$31.4K | 1.12% | 18 |
|
|
2024
Q1 | $1.18M | Sell |
10,150
-77
| -0.8% | -$8.95K | 1.16% | 19 |
|
|
2023
Q4 | $1.02M | Buy |
10,227
+449
| +5% | +$44.9K | 1.02% | 23 |
|
|
2023
Q3 | $1.15M | Sell |
9,778
-110
| -1% | -$12.9K | 1.19% | 23 |
|
|
2023
Q2 | $1.06M | Sell |
9,888
-78
| -0.8% | -$8.37K | 1.04% | 24 |
|
|
2023
Q1 | $1.09M | Buy |
9,966
+266
| +3% | +$29.2K | 1.12% | 23 |
|
|
2022
Q4 | $1.07M | Buy |
9,700
+56
| +0.6% | +$6.18K | 1.23% | 20 |
|
|
2022
Q3 | $842K | Buy |
9,644
+29
| +0.3% | +$2.53K | 1.27% | 20 |
|
|
2022
Q2 | $823K | Buy |
9,615
+5,587
| +139% | +$478K | 1.23% | 20 |
|
|
2022
Q1 | $333K | Sell |
4,028
-5,410
| -57% | -$447K | 0.76% | 23 |
|
|
2021
Q4 | $578K | Buy |
9,438
+5,298
| +128% | +$324K | 0.7% | 28 |
|
|
2021
Q3 | $243K | Sell |
4,140
-11,844
| -74% | -$695K | 0.72% | 31 |
|
|
2021
Q2 | $1.01M | Sell |
15,984
-340
| -2% | -$21.4K | 0.4% | 40 |
|
|
2021
Q1 | $911K | Buy |
16,324
+345
| +2% | +$19.3K | 0.48% | 46 |
|
|
2020
Q4 | $659K | Sell |
15,979
-2,053
| -11% | -$84.7K | 0.39% | 57 |
|
|
2020
Q3 | $619K | Sell |
18,032
-227
| -1% | -$7.79K | 0.45% | 53 |
|
|
2020
Q2 | $817K | Sell |
18,259
-112
| -0.6% | -$5.01K | 0.75% | 35 |
|
|
2020
Q1 | $698K | Buy |
18,371
+1,283
| +8% | +$48.7K | 0.78% | 35 |
|
|
2019
Q4 | $1.19M | Buy |
+17,088
| New | +$1.19M | 1.01% | 23 |
|