MFA
Mayflower Financial Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
25,427
-765
| -3% | -$82.5K | 0.38% | 66 |
|
|
2025
Q1 | $3.11M | Buy |
26,192
+52
| +0.2% | +$6.18K | 0.47% | 52 |
|
|
2024
Q4 | $2.81M | Sell |
26,140
-10,251
| -28% | -$1.1M | 0.42% | 56 |
|
|
2024
Q3 | $4.27M | Buy |
36,391
+432
| +1% | +$50.6K | 0.64% | 38 |
|
|
2024
Q2 | $4.14M | Sell |
35,959
-931
| -3% | -$107K | 0.68% | 37 |
|
|
2024
Q1 | $4.29M | Sell |
36,890
-132,490
| -78% | -$15.4M | 0.72% | 33 |
|
|
2023
Q4 | $16.9M | Sell |
169,380
-3,661
| -2% | -$366K | 2.34% | 7 |
|
|
2023
Q3 | $20.3M | Sell |
173,041
-17,384
| -9% | -$2.04M | 3.04% | 4 |
|
|
2023
Q2 | $20.4M | Sell |
190,425
-11,428
| -6% | -$1.23M | 2.64% | 5 |
|
|
2023
Q1 | $22.1M | Buy |
201,853
+1,567
| +0.8% | +$172K | 2.91% | 5 |
|
|
2022
Q4 | $22.1M | Buy |
200,286
+503
| +0.3% | +$55.5K | 3.07% | 5 |
|
|
2022
Q3 | $17.4M | Buy |
199,783
+9,087
| +5% | +$793K | 2.81% | 5 |
|
|
2022
Q2 | $16.3M | Buy |
190,696
+333
| +0.2% | +$28.5K | 2.5% | 6 |
|
|
2022
Q1 | $15.7M | Sell |
190,363
-17,219
| -8% | -$1.42M | 2.12% | 10 |
|
|
2021
Q4 | $12.7M | Sell |
207,582
-2,201
| -1% | -$135K | 1.69% | 14 |
|
|
2021
Q3 | $13.3M | Sell |
209,783
-677
| -0.3% | -$43K | 1.8% | 10 |
|
|
2021
Q2 | $13.3M | Sell |
210,460
-99
| -0% | -$6.25K | 1.83% | 11 |
|
|
2021
Q1 | $11.8M | Sell |
210,559
-594
| -0.3% | -$33.2K | 1.74% | 14 |
|
|
2020
Q4 | $8.7M | Buy |
+211,153
| New | +$8.7M | 1.5% | 17 |
|