MSFP
Mark Sheptoff Financial Planning’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
2,589
-425
| -14% | -$45.8K | 0.15% | 83 |
|
|
2025
Q1 | $358K | Buy |
3,014
+522
| +21% | +$62.1K | 0.2% | 66 |
|
|
2024
Q4 | $268K | Hold |
2,492
| – | – | 0.14% | 80 |
|
|
2024
Q3 | $292K | Hold |
2,492
| – | – | 0.16% | 78 |
|
|
2024
Q2 | $287K | Sell |
2,492
-300
| -11% | -$34.5K | 0.16% | 75 |
|
|
2024
Q1 | $325K | Sell |
2,792
-200
| -7% | -$23.2K | 0.18% | 71 |
|
|
2023
Q4 | $299K | Hold |
2,992
| – | – | 0.18% | 70 |
|
|
2023
Q3 | $352K | Sell |
2,992
-100
| -3% | -$11.8K | 0.23% | 58 |
|
|
2023
Q2 | $332K | Buy |
3,092
+200
| +7% | +$21.5K | 0.19% | 68 |
|
|
2023
Q1 | $317K | Hold |
2,892
| – | – | 0.18% | 77 |
|
|
2022
Q4 | $319K | Hold |
2,892
| – | – | 0.19% | 75 |
|
|
2022
Q3 | $253K | Sell |
2,892
-200
| -6% | -$17.5K | 0.15% | 78 |
|
|
2022
Q2 | $265K | Hold |
3,092
| – | – | 0.15% | 81 |
|
|
2022
Q1 | $255K | Hold |
3,092
| – | – | 0.13% | 92 |
|
|
2021
Q4 | $189K | Buy |
3,092
+1,270
| +70% | +$77.6K | 0.09% | 110 |
|
|
2021
Q3 | $107K | Sell |
1,822
-648
| -26% | -$38.1K | 0.06% | 136 |
|
|
2021
Q2 | $156K | Buy |
2,470
+79
| +3% | +$4.99K | 0.08% | 117 |
|
|
2021
Q1 | $133K | Sell |
2,391
-500
| -17% | -$27.8K | 0.08% | 118 |
|
|
2020
Q4 | $119K | Sell |
2,891
-1,588
| -35% | -$65.4K | 0.07% | 123 |
|
|
2020
Q3 | $154K | Hold |
4,479
| – | – | 0.09% | 105 |
|
|
2020
Q2 | $200K | Sell |
4,479
-1,300
| -22% | -$58K | 0.13% | 86 |
|
|
2020
Q1 | $219K | Sell |
5,779
-1,575
| -21% | -$59.7K | 0.17% | 76 |
|
|
2019
Q4 | $513K | Buy |
7,354
+100
| +1% | +$6.98K | 0.32% | 58 |
|
|
2019
Q3 | $512K | Sell |
7,254
-1,684
| -19% | -$119K | 0.35% | 52 |
|
|
2019
Q2 | $685K | Sell |
8,938
-860
| -9% | -$65.9K | 0.47% | 41 |
|
|
2019
Q1 | $792K | Sell |
9,798
-1,139
| -10% | -$92.1K | 0.57% | 37 |
|
|
2018
Q4 | $746K | Sell |
10,937
-1,612
| -13% | -$110K | 0.62% | 35 |
|
|
2018
Q3 | $1.07M | Buy |
12,549
+468
| +4% | +$39.8K | 0.73% | 37 |
|
|
2018
Q2 | $999K | Buy |
12,081
+16
| +0.1% | +$1.32K | 0.74% | 36 |
|
|
2018
Q1 | $900K | Sell |
12,065
-918
| -7% | -$68.5K | 0.62% | 43 |
|
|
2017
Q4 | $1.09M | Buy |
12,983
+15
| +0.1% | +$1.26K | 0.71% | 39 |
|
|
2017
Q3 | $1.06M | Sell |
12,968
-684
| -5% | -$56.1K | 0.71% | 40 |
|
|
2017
Q2 | $1.1M | Sell |
13,652
-381
| -3% | -$30.8K | 0.76% | 36 |
|
|
2017
Q1 | $1.15M | Sell |
14,033
-539
| -4% | -$44.2K | 0.82% | 34 |
|
|
2016
Q4 | $1.32M | Sell |
14,572
-683
| -4% | -$61.6K | 0.98% | 30 |
|
|
2016
Q3 | $1.33M | Buy |
15,255
+1,043
| +7% | +$91K | 0.99% | 30 |
|
|
2016
Q2 | $1.33M | Sell |
14,212
-417
| -3% | -$39.1K | 1% | 33 |
|
|
2016
Q1 | $1.22M | Sell |
14,629
-681
| -4% | -$56.9K | 0.99% | 30 |
|
|
2015
Q4 | $1.19M | Sell |
15,310
-1,147
| -7% | -$89.4K | 0.97% | 26 |
|
|
2015
Q3 | $1.22M | Sell |
16,457
-3,238
| -16% | -$241K | 1.07% | 27 |
|
|
2015
Q2 | $1.64M | Buy |
19,695
+3,389
| +21% | +$282K | 1.33% | 22 |
|
|
2015
Q1 | $1.39M | Buy |
16,306
+18
| +0.1% | +$1.53K | 1.16% | 26 |
|
|
2014
Q4 | $1.51M | Buy |
16,288
+1,015
| +7% | +$93.8K | 1.33% | 19 |
|
|
2014
Q3 | $1.44M | Buy |
15,273
+65
| +0.4% | +$6.11K | 1.27% | 19 |
|
|
2014
Q2 | $1.53M | Sell |
15,208
-385
| -2% | -$38.8K | 1.31% | 22 |
|
|
2014
Q1 | $1.52M | Buy |
+15,593
| New | +$1.52M | 1.35% | 19 |
|