KMWM
Keudell/Morrison Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
40,721
+1,625
| +4% | +$175K | 0.97% | 17 |
|
|
2025
Q1 | $4.65M | Buy |
39,096
+1,904
| +5% | +$226K | 1.1% | 17 |
|
|
2024
Q4 | $4M | Buy |
37,192
+1,503
| +4% | +$162K | 1.04% | 19 |
|
|
2024
Q3 | $4.18M | Buy |
35,689
+345
| +1% | +$40.4K | 1.14% | 18 |
|
|
2024
Q2 | $4.07M | Buy |
35,344
+1,654
| +5% | +$190K | 1.19% | 17 |
|
|
2024
Q1 | $3.92M | Sell |
33,690
-8
| -0% | -$930 | 1.19% | 18 |
|
|
2023
Q4 | $3.37M | Sell |
33,698
-356
| -1% | -$35.6K | 1.11% | 17 |
|
|
2023
Q3 | $4M | Sell |
34,054
-153
| -0.4% | -$18K | 1.22% | 18 |
|
|
2023
Q2 | $3.67M | Sell |
34,207
-3,982
| -10% | -$427K | 1.06% | 18 |
|
|
2023
Q1 | $4.19M | Buy |
38,189
+5,896
| +18% | +$647K | 1.23% | 14 |
|
|
2022
Q4 | $3.56M | Sell |
32,293
-2,272
| -7% | -$251K | 1.14% | 15 |
|
|
2022
Q3 | $3.02M | Sell |
34,565
-1,913
| -5% | -$167K | 1.13% | 16 |
|
|
2022
Q2 | $3.12M | Sell |
36,478
-2,194
| -6% | -$188K | 1.14% | 17 |
|
|
2022
Q1 | $3.19M | Sell |
38,672
-588
| -1% | -$48.6K | 1.34% | 11 |
|
|
2021
Q4 | $2.4M | Sell |
39,260
-2,392
| -6% | -$146K | 0.95% | 17 |
|
|
2021
Q3 | $2.45M | Buy |
41,652
+592
| +1% | +$34.8K | 1.05% | 16 |
|
|
2021
Q2 | $2.59M | Buy |
41,060
+720
| +2% | +$45.4K | 1.42% | 15 |
|
|
2021
Q1 | $2.25M | Buy |
40,340
+1,144
| +3% | +$63.9K | 1.31% | 16 |
|
|
2020
Q4 | $1.62M | Sell |
39,196
-6,586
| -14% | -$272K | 1.03% | 24 |
|
|
2020
Q3 | $1.57M | Sell |
45,782
-697
| -1% | -$23.9K | 1.01% | 22 |
|
|
2020
Q2 | $2.08M | Sell |
46,479
-297
| -0.6% | -$13.3K | 1.72% | 12 |
|
|
2020
Q1 | $1.66M | Buy |
46,776
+942
| +2% | +$33.5K | 1.63% | 14 |
|
|
2019
Q4 | $3.2M | Buy |
45,834
+2,632
| +6% | +$184K | 2.21% | 7 |
|
|
2019
Q3 | $3.05M | Buy |
43,202
+226
| +0.5% | +$16K | 2.52% | 4 |
|
|
2019
Q2 | $3.03M | Buy |
42,976
+1,014
| +2% | +$71.5K | 2.65% | 4 |
|
|
2019
Q1 | $3.39M | Buy |
+41,962
| New | +$3.39M | 2.98% | 2 |
|