Legacy Wealth Management (Mississippi)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
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|
2025
Q1 | $2.58M | Sell |
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|
2024
Q4 | $3.2M | Sell |
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|
2024
Q3 | $3.7M | Hold |
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|
2024
Q2 | $3.63M | Buy |
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|
2024
Q1 | $421K | Hold |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $395K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $380K | Hold |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $314K | Buy |
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