MSWM
McGlone Suttner Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
15,751
+309
| +2% | +$33.3K | 0.26% | 41 |
|
|
2025
Q1 | $1.84M | Buy |
15,442
+2,289
| +17% | +$272K | 0.3% | 36 |
|
|
2024
Q4 | $1.41M | Buy |
13,153
+1,407
| +12% | +$151K | 0.24% | 45 |
|
|
2024
Q3 | $1.38M | Sell |
11,746
-432
| -4% | -$50.6K | 0.29% | 45 |
|
|
2024
Q2 | $1.22M | Sell |
12,178
-631
| -5% | -$63.1K | 0.25% | 45 |
|
|
2024
Q1 | $1.49M | Buy |
12,809
+631
| +5% | +$73.4K | 0.28% | 41 |
|
|
2023
Q4 | $1.22M | Buy |
12,178
+499
| +4% | +$49.9K | 0.24% | 45 |
|
|
2023
Q3 | $1.37M | Buy |
11,679
+349
| +3% | +$41K | 0.32% | 30 |
|
|
2023
Q2 | $1.22M | Sell |
11,330
-34
| -0.3% | -$3.65K | 0.28% | 40 |
|
|
2023
Q1 | $1.25M | Buy |
11,364
+1,116
| +11% | +$122K | 0.32% | 35 |
|
|
2022
Q4 | $1.13M | Buy |
+10,248
| New | +$1.13M | 0.36% | 39 |
|