MGWM
Marks Group Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
26,001
-4,436
| -15% | -$478K | 0.26% | 100 |
|
|
2025
Q1 | $3.62M | Buy |
30,437
+735
| +2% | +$87.4K | 0.35% | 91 |
|
|
2024
Q4 | $3.2M | Sell |
29,702
-74
| -0.2% | -$7.96K | 0.31% | 93 |
|
|
2024
Q3 | $3.49M | Sell |
29,776
-31
| -0.1% | -$3.63K | 0.33% | 92 |
|
|
2024
Q2 | $3.43M | Buy |
29,807
+164
| +0.6% | +$18.9K | 0.36% | 89 |
|
|
2024
Q1 | $3.45M | Sell |
29,643
-1,599
| -5% | -$186K | 0.36% | 87 |
|
|
2023
Q4 | $3.12M | Buy |
31,242
+2,253
| +8% | +$225K | 0.36% | 89 |
|
|
2023
Q3 | $3.41M | Buy |
28,989
+8,218
| +40% | +$966K | 0.42% | 85 |
|
|
2023
Q2 | $2.23M | Sell |
20,771
-3,175
| -13% | -$341K | 0.26% | 116 |
|
|
2023
Q1 | $2.63M | Buy |
23,946
+580
| +2% | +$63.6K | 0.34% | 100 |
|
|
2022
Q4 | $2.58M | Buy |
23,366
+569
| +2% | +$62.8K | 0.35% | 96 |
|
|
2022
Q3 | $1.99M | Buy |
22,797
+1,060
| +5% | +$92.5K | 0.3% | 100 |
|
|
2022
Q2 | $1.86M | Buy |
21,737
+1,668
| +8% | +$143K | 0.27% | 111 |
|
|
2022
Q1 | $1.66M | Buy |
20,069
+2,095
| +12% | +$173K | 0.21% | 121 |
|
|
2021
Q4 | $1.1M | Buy |
17,974
+2,172
| +14% | +$133K | 0.13% | 162 |
|
|
2021
Q3 | $933K | Buy |
15,802
+6,576
| +71% | +$388K | 0.13% | 156 |
|
|
2021
Q2 | $588K | Buy |
9,226
+116
| +1% | +$7.39K | 0.08% | 171 |
|
|
2021
Q1 | $507K | Buy |
9,110
+1,240
| +16% | +$69K | 0.08% | 175 |
|
|
2020
Q4 | $324K | Sell |
7,870
-1,657
| -17% | -$68.2K | 0.05% | 204 |
|
|
2020
Q3 | $327K | Buy |
9,527
+435
| +5% | +$14.9K | 0.06% | 196 |
|
|
2020
Q2 | $405K | Sell |
9,092
-789
| -8% | -$35.1K | 0.08% | 171 |
|
|
2020
Q1 | $375K | Buy |
9,881
+1,801
| +22% | +$68.4K | 0.1% | 166 |
|
|
2019
Q4 | $564K | Buy |
+8,080
| New | +$564K | 0.11% | 163 |
|