MSA
Marino Stram & Associates’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
21,599
+1,403
| +7% | +$151K | 0.47% | 35 |
|
|
2025
Q1 | $2.4M | Sell |
20,196
-148
| -0.7% | -$17.6K | 0.53% | 38 |
|
|
2024
Q4 | $2.19M | Buy |
20,344
+121
| +0.6% | +$13K | 0.48% | 38 |
|
|
2024
Q3 | $2.37M | Buy |
20,223
+180
| +0.9% | +$21.1K | 0.53% | 37 |
|
|
2024
Q2 | $2.31M | Sell |
20,043
-174
| -0.9% | -$20K | 0.56% | 34 |
|
|
2024
Q1 | $2.35M | Buy |
20,217
+512
| +3% | +$59.5K | 0.56% | 34 |
|
|
2023
Q4 | $1.97M | Sell |
19,705
-47
| -0.2% | -$4.7K | 0.51% | 34 |
|
|
2023
Q3 | $2.32M | Buy |
19,752
+475
| +2% | +$55.9K | 0.68% | 27 |
|
|
2023
Q2 | $2.07M | Sell |
19,277
-35
| -0.2% | -$3.75K | 0.59% | 32 |
|
|
2023
Q1 | $2.12M | Sell |
19,312
-685
| -3% | -$75.1K | 0.64% | 31 |
|
|
2022
Q4 | $2.21M | Buy |
19,997
+170
| +0.9% | +$18.8K | 0.69% | 27 |
|
|
2022
Q3 | $1.73M | Buy |
19,827
+1,245
| +7% | +$109K | 0.62% | 31 |
|
|
2022
Q2 | $1.59M | Sell |
18,582
-231
| -1% | -$19.8K | 0.55% | 34 |
|
|
2022
Q1 | $1.55M | Buy |
18,813
+6,007
| +47% | +$496K | 0.49% | 38 |
|
|
2021
Q4 | $784K | Buy |
12,806
+444
| +4% | +$27.2K | 0.24% | 70 |
|
|
2021
Q3 | $727K | Sell |
12,362
-43,691
| -78% | -$2.57M | 0.25% | 64 |
|
|
2021
Q2 | $3.54M | Buy |
56,053
+36,266
| +183% | +$2.29M | 0.92% | 28 |
|
|
2021
Q1 | $1.11M | Buy |
19,787
+4,926
| +33% | +$275K | 0.43% | 41 |
|
|
2020
Q4 | $613K | Buy |
14,861
+5,327
| +56% | +$220K | 0.27% | 57 |
|
|
2020
Q3 | $327K | Sell |
9,534
-2,126
| -18% | -$72.9K | 0.17% | 83 |
|
|
2020
Q2 | $522K | Buy |
11,660
+4,369
| +60% | +$196K | 0.31% | 56 |
|
|
2020
Q1 | $277K | Buy |
7,291
+2,412
| +49% | +$91.6K | 0.21% | 71 |
|
|
2019
Q4 | $340K | Sell |
4,879
-21
| -0.4% | -$1.46K | 0.22% | 68 |
|
|
2019
Q3 | $346K | Sell |
4,900
-15
| -0.3% | -$1.06K | 0.25% | 60 |
|
|
2019
Q2 | $377K | Sell |
4,915
-694
| -12% | -$53.2K | 0.28% | 57 |
|
|
2019
Q1 | $453K | Buy |
5,609
+762
| +16% | +$61.5K | 0.33% | 46 |
|
|
2018
Q4 | $320K | Buy |
4,847
+8
| +0.2% | +$528 | 0.28% | 57 |
|
|
2018
Q3 | $411K | Sell |
4,839
-1,763
| -27% | -$150K | 0.33% | 51 |
|
|
2018
Q2 | $546K | Sell |
6,602
-1,304
| -16% | -$108K | 0.49% | 41 |
|
|
2018
Q1 | $590K | Sell |
7,906
-1,502
| -16% | -$112K | 0.55% | 36 |
|
|
2017
Q4 | $787K | Buy |
+9,408
| New | +$787K | 0.73% | 32 |
|