MWM
Mascoma Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
1,009
| – | – | 0.03% | 122 |
|
|
2025
Q1 | $120K | Sell |
1,009
-152
| -13% | -$18.1K | 0.03% | 121 |
|
|
2024
Q4 | $125K | Sell |
1,161
-8
| -0.7% | -$861 | 0.03% | 122 |
|
|
2024
Q3 | $137K | Sell |
1,169
-174
| -13% | -$20.4K | 0.03% | 114 |
|
|
2024
Q2 | $155K | Buy |
1,343
+88
| +7% | +$10.1K | 0.04% | 107 |
|
|
2024
Q1 | $146K | Sell |
1,255
-40
| -3% | -$4.65K | 0.04% | 111 |
|
|
2023
Q4 | $129K | Sell |
1,295
-53
| -4% | -$5.3K | 0.04% | 120 |
|
|
2023
Q3 | $158K | Buy |
1,348
+15
| +1% | +$1.76K | 0.05% | 112 |
|
|
2023
Q2 | $144K | Sell |
1,333
-8,014
| -86% | -$863K | 0.04% | 120 |
|
|
2023
Q1 | $1.11M | Buy |
9,347
+1,263
| +16% | +$149K | 0.32% | 42 |
|
|
2022
Q4 | $892K | Sell |
8,084
-304
| -4% | -$33.5K | 0.28% | 50 |
|
|
2022
Q3 | $732K | Hold |
8,388
| – | – | 0.25% | 54 |
|
|
2022
Q2 | $718K | Sell |
8,388
-290
| -3% | -$24.8K | 0.25% | 56 |
|
|
2022
Q1 | $717K | Buy |
8,678
+517
| +6% | +$42.7K | 0.23% | 58 |
|
|
2021
Q4 | $499K | Buy |
8,161
+400
| +5% | +$24.5K | 0.17% | 60 |
|
|
2021
Q3 | $457K | Hold |
7,761
| – | – | 0.18% | 63 |
|
|
2021
Q2 | $490K | Buy |
7,761
+103
| +1% | +$6.5K | 0.21% | 59 |
|
|
2021
Q1 | $428K | Sell |
7,658
-100
| -1% | -$5.59K | 0.18% | 67 |
|
|
2020
Q4 | $320K | Buy |
+7,758
| New | +$320K | 0.16% | 73 |
|
|
2019
Q3 | $392K | Hold |
5,545
| – | – | 0.25% | 52 |
|
|
2019
Q2 | $425K | Buy |
5,545
+63
| +1% | +$4.83K | 0.27% | 50 |
|
|
2019
Q1 | $443K | Sell |
5,482
-200
| -4% | -$16.2K | 0.3% | 42 |
|
|
2018
Q4 | $387K | Sell |
5,682
-1,290
| -19% | -$87.9K | 0.3% | 43 |
|
|
2018
Q3 | $593K | Sell |
6,972
-20
| -0.3% | -$1.7K | 0.39% | 33 |
|
|
2018
Q2 | $578K | Sell |
6,992
-221
| -3% | -$18.3K | 0.41% | 34 |
|
|
2018
Q1 | $538K | Sell |
7,213
-20
| -0.3% | -$1.49K | 0.35% | 34 |
|
|
2017
Q4 | $613K | Buy |
7,233
+456
| +7% | +$38.6K | 0.38% | 32 |
|
|
2017
Q3 | $556K | Buy |
6,777
+100
| +1% | +$8.2K | 0.37% | 37 |
|
|
2017
Q2 | $539K | Sell |
6,677
-15,202
| -69% | -$1.23M | 0.36% | 35 |
|
|
2017
Q1 | $1.79M | Sell |
21,879
-390
| -2% | -$32K | 1.28% | 16 |
|
|
2016
Q4 | $2.01M | Buy |
+22,269
| New | +$2.01M | 1.48% | 16 |
|