MWM
Mattern Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
22,367
-2,600
| -10% | -$280K | 0.5% | 36 |
|
|
2025
Q1 | $2.97M | Buy |
24,967
+1,950
| +8% | +$232K | 0.66% | 32 |
|
|
2024
Q4 | $2.48M | Sell |
23,017
-3,730
| -14% | -$401K | 0.55% | 35 |
|
|
2024
Q3 | $3.14M | Sell |
26,747
-370
| -1% | -$43.4K | 0.69% | 28 |
|
|
2024
Q2 | $3.12M | Buy |
27,117
+1,765
| +7% | +$203K | 0.75% | 36 |
|
|
2024
Q1 | $2.95M | Buy |
25,352
+3
| +0% | +$349 | 0.72% | 40 |
|
|
2023
Q4 | $2.53M | Buy |
25,349
+502
| +2% | +$50.2K | 0.65% | 47 |
|
|
2023
Q3 | $2.92M | Buy |
24,847
+291
| +1% | +$34.2K | 0.86% | 29 |
|
|
2023
Q2 | $2.63M | Buy |
24,556
+420
| +2% | +$45K | 0.77% | 34 |
|
|
2023
Q1 | $2.65M | Sell |
24,136
-398
| -2% | -$43.6K | 0.88% | 31 |
|
|
2022
Q4 | $2.71M | Buy |
24,534
+4,970
| +25% | +$548K | 1.09% | 24 |
|
|
2022
Q3 | $1.71M | Buy |
19,564
+53
| +0.3% | +$4.63K | 0.69% | 43 |
|
|
2022
Q2 | $1.67M | Sell |
19,511
-1,832
| -9% | -$157K | 0.65% | 45 |
|
|
2022
Q1 | $1.76M | Buy |
21,343
+1,997
| +10% | +$165K | 0.58% | 52 |
|
|
2021
Q4 | $1.18M | Buy |
19,346
+1,074
| +6% | +$65.7K | 0.35% | 72 |
|
|
2021
Q3 | $1.08M | Buy |
18,272
+404
| +2% | +$23.8K | 0.36% | 72 |
|
|
2021
Q2 | $1.02M | Buy |
17,868
+938
| +6% | +$53.8K | 0.33% | 76 |
|
|
2021
Q1 | $945K | Buy |
16,930
+104
| +0.6% | +$5.81K | 0.33% | 80 |
|
|
2020
Q4 | $694K | Buy |
16,826
+5
| +0% | +$206 | 0.26% | 86 |
|
|
2020
Q3 | $577K | Sell |
16,821
-3,061
| -15% | -$105K | 0.25% | 87 |
|
|
2020
Q2 | $889K | Sell |
19,882
-6,496
| -25% | -$290K | 0.43% | 72 |
|
|
2020
Q1 | $1M | Sell |
26,378
-5,084
| -16% | -$193K | 0.72% | 47 |
|
|
2019
Q4 | $2.2M | Buy |
+31,462
| New | +$2.2M | 1.32% | 22 |
|