LWMM
Legacy Wealth Management (Mississippi)’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
14,275
-7,451
| -34% | -$803K | 0.47% | 40 |
|
|
2025
Q1 | $2.58M | Sell |
21,726
-8,016
| -27% | -$953K | 0.84% | 34 |
|
|
2024
Q4 | $3.2M | Sell |
29,742
-1,785
| -6% | -$192K | 1.27% | 20 |
|
|
2024
Q3 | $3.7M | Hold |
31,527
| – | – | 1.36% | 19 |
|
|
2024
Q2 | $3.63M | Buy |
31,527
+27,905
| +770% | +$3.21M | 1.53% | 17 |
|
|
2024
Q1 | $421K | Hold |
3,622
| – | – | 0.19% | 61 |
|
|
2023
Q4 | $362K | Hold |
3,622
| – | – | 0.17% | 66 |
|
|
2023
Q3 | $426K | Buy |
3,622
+22
| +0.6% | +$2.59K | 0.22% | 65 |
|
|
2023
Q2 | $386K | Hold |
3,600
| – | – | 0.19% | 64 |
|
|
2023
Q1 | $395K | Hold |
3,600
| – | – | 0.22% | 65 |
|
|
2022
Q4 | $397K | Hold |
3,600
| – | – | 0.24% | 63 |
|
|
2022
Q3 | $314K | Hold |
3,600
| – | – | 0.21% | 70 |
|
|
2022
Q2 | $308K | Sell |
3,600
-1,000
| -22% | -$85.6K | 0.19% | 74 |
|
|
2022
Q1 | $380K | Hold |
4,600
| – | – | 0.2% | 82 |
|
|
2021
Q4 | $281K | Buy |
4,600
+1,000
| +28% | +$61.2K | 0.14% | 95 |
|
|
2021
Q3 | $212K | Hold |
3,600
| – | – | 0.11% | 102 |
|
|
2021
Q2 | $227K | Hold |
3,600
| – | – | 0.13% | 99 |
|
|
2021
Q1 | $201K | Buy |
+3,600
| New | +$201K | 0.12% | 96 |
|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$314K | – | 127 |
|
|
2019
Q4 | $314K | Buy |
+4,500
| New | +$314K | 0.27% | 78 |
|