Keudell/Morrison Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.24M | Sell |
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|
2025
Q4 | $4.61M | Buy |
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|
2025
Q2 | $4.39M | Buy |
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|
2025
Q1 | $4.65M | Buy |
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|
2024
Q4 | $4M | Buy |
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|
2024
Q3 | $4.18M | Buy |
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|
2024
Q2 | $4.07M | Buy |
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|
2024
Q1 | $3.92M | Sell |
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|
2023
Q4 | $3.37M | Sell |
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|
2023
Q3 | $4M | Sell |
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|
2023
Q2 | $3.67M | Sell |
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|
2023
Q1 | $4.19M | Buy |
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|
2022
Q4 | $3.56M | Sell |
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|
2022
Q3 | $3.02M | Sell |
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|
2022
Q2 | $3.12M | Sell |
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|
2022
Q1 | $3.19M | Sell |
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|
2021
Q4 | $2.4M | Sell |
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|
2021
Q3 | $2.45M | Buy |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $1.62M | Sell |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $2.08M | Sell |
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|
2020
Q1 | $1.66M | Buy |
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|
2019
Q4 | $3.2M | Buy |
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|
2019
Q3 | $3.05M | Buy |
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|
2019
Q2 | $3.03M | Buy |
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|
2019
Q1 | $3.39M | Buy |
|