MW
MBL Wealth’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Sell |
8,255
-146
| -2% | -$15.7K | 0.09% | 110 |
|
|
2025
Q1 | $999K | Buy |
8,401
+276
| +3% | +$32.8K | 0.1% | 96 |
|
|
2024
Q4 | $874K | Sell |
8,125
-109
| -1% | -$11.7K | 0.09% | 101 |
|
|
2024
Q3 | $965K | Buy |
8,234
+292
| +4% | +$34.2K | 0.1% | 95 |
|
|
2024
Q2 | $914K | Buy |
7,942
+608
| +8% | +$70K | 0.1% | 95 |
|
|
2024
Q1 | $853K | Buy |
7,334
+242
| +3% | +$28.1K | 0.1% | 96 |
|
|
2023
Q4 | $709K | Sell |
7,092
-37
| -0.5% | -$3.7K | 0.09% | 97 |
|
|
2023
Q3 | $838K | Buy |
7,129
+127
| +2% | +$14.9K | 0.12% | 80 |
|
|
2023
Q2 | $751K | Sell |
7,002
-121
| -2% | -$13K | 0.11% | 87 |
|
|
2023
Q1 | $781K | Buy |
7,123
+394
| +6% | +$43.2K | 0.12% | 75 |
|
|
2022
Q4 | $742K | Buy |
6,729
+415
| +7% | +$45.8K | 0.14% | 75 |
|
|
2022
Q3 | $551K | Buy |
6,314
+457
| +8% | +$39.9K | 0.12% | 89 |
|
|
2022
Q2 | $502K | Sell |
5,857
-3,004
| -34% | -$257K | 0.13% | 91 |
|
|
2022
Q1 | $732K | Buy |
+8,861
| New | +$732K | 0.18% | 77 |
|
|
2021
Q3 | $679K | Buy |
+11,540
| New | +$679K | 0.23% | 56 |
|
|
2021
Q1 | $626K | Buy |
11,224
+82
| +0.7% | +$4.57K | 0.22% | 73 |
|
|
2020
Q4 | $459K | Buy |
+11,142
| New | +$459K | 0.18% | 77 |
|