MWM
MBE Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
6,046
+111
| +2% | +$12K | 0.28% | 47 |
|
|
2025
Q1 | $706K | Sell |
5,935
-15
| -0.3% | -$1.78K | 0.34% | 43 |
|
|
2024
Q4 | $640K | Sell |
5,950
-169
| -3% | -$18.2K | 0.36% | 37 |
|
|
2024
Q3 | $717K | Buy |
6,119
+53
| +0.9% | +$6.21K | 0.4% | 38 |
|
|
2024
Q2 | $698K | Buy |
6,066
+188
| +3% | +$21.6K | 0.42% | 33 |
|
|
2024
Q1 | $683K | Sell |
5,878
-1,092
| -16% | -$127K | 0.42% | 39 |
|
|
2023
Q4 | $697K | Sell |
6,970
-11
| -0.2% | -$1.1K | 0.36% | 35 |
|
|
2023
Q3 | $821K | Buy |
6,981
+18
| +0.3% | +$2.12K | 0.47% | 28 |
|
|
2023
Q2 | $747K | Buy |
6,963
+7
| +0.1% | +$751 | 0.4% | 30 |
|
|
2023
Q1 | $763K | Sell |
6,956
-72
| -1% | -$7.9K | 0.45% | 27 |
|
|
2022
Q4 | $775K | Buy |
7,028
+1
| +0% | +$110 | 0.5% | 23 |
|
|
2022
Q3 | $614K | Buy |
7,027
+68
| +1% | +$5.94K | 0.45% | 24 |
|
|
2022
Q2 | $596K | Sell |
6,959
-2,327
| -25% | -$199K | 0.42% | 26 |
|
|
2022
Q1 | $767K | Buy |
9,286
+32
| +0.3% | +$2.64K | 0.46% | 24 |
|
|
2021
Q4 | $566K | Buy |
9,254
+698
| +8% | +$42.7K | 0.29% | 25 |
|
|
2021
Q3 | $503K | Buy |
8,556
+487
| +6% | +$28.6K | 0.26% | 27 |
|
|
2021
Q2 | $509K | Buy |
8,069
+554
| +7% | +$34.9K | 0.26% | 26 |
|
|
2021
Q1 | $420K | Buy |
7,515
+30
| +0.4% | +$1.68K | 0.23% | 40 |
|
|
2020
Q4 | $308K | Sell |
7,485
-105
| -1% | -$4.32K | 0.21% | 39 |
|
|
2020
Q3 | $339K | Hold |
7,590
| – | – | 0.28% | 33 |
|
|
2020
Q2 | $339K | Buy |
7,590
+3,108
| +69% | +$139K | 0.29% | 33 |
|
|
2020
Q1 | $170K | Buy |
4,482
+1,404
| +46% | +$53.3K | 0.16% | 45 |
|
|
2019
Q4 | $214K | Buy |
+3,078
| New | +$214K | 0.21% | 39 |
|