MCWS
McKinley Carter Wealth Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
13,911
-503
| -3% | -$54.2K | 0.08% | 137 |
|
|
2025
Q1 | $1.71M | Sell |
14,414
-146
| -1% | -$17.4K | 0.11% | 122 |
|
|
2024
Q4 | $1.57M | Sell |
14,560
-660
| -4% | -$71K | 0.1% | 132 |
|
|
2024
Q3 | $1.78M | Sell |
15,220
-144
| -0.9% | -$16.9K | 0.11% | 123 |
|
|
2024
Q2 | $1.77M | Sell |
15,364
-144
| -0.9% | -$16.6K | 0.11% | 118 |
|
|
2024
Q1 | $1.8M | Buy |
15,508
+2,190
| +16% | +$255K | 0.12% | 113 |
|
|
2023
Q4 | $1.33M | Sell |
13,318
-2,110
| -14% | -$211K | 0.1% | 130 |
|
|
2023
Q3 | $1.81M | Buy |
15,428
+1,471
| +11% | +$173K | 0.14% | 106 |
|
|
2023
Q2 | $1.5M | Sell |
13,957
-1,769
| -11% | -$190K | 0.11% | 128 |
|
|
2023
Q1 | $1.72M | Buy |
15,726
+2,198
| +16% | +$241K | 0.13% | 107 |
|
|
2022
Q4 | $1.49M | Buy |
13,528
+518
| +4% | +$57.1K | 0.13% | 118 |
|
|
2022
Q3 | $1.14M | Sell |
13,010
-1,599
| -11% | -$140K | 0.11% | 122 |
|
|
2022
Q2 | $1.25M | Buy |
14,609
+5,081
| +53% | +$435K | 0.11% | 121 |
|
|
2022
Q1 | $787K | Buy |
9,528
+395
| +4% | +$32.6K | 0.06% | 161 |
|
|
2021
Q4 | $559K | Sell |
9,133
-1,916
| -17% | -$117K | 0.04% | 184 |
|
|
2021
Q3 | $650K | Sell |
11,049
-1,309
| -11% | -$77K | 0.05% | 167 |
|
|
2021
Q2 | $780K | Buy |
12,358
+4
| +0% | +$252 | 0.06% | 156 |
|
|
2021
Q1 | $690K | Buy |
12,354
+4,612
| +60% | +$258K | 0.06% | 165 |
|
|
2020
Q4 | $319K | Buy |
7,742
+358
| +5% | +$14.8K | 0.04% | 207 |
|
|
2020
Q3 | $253K | Sell |
7,384
-2,143
| -22% | -$73.4K | 0.06% | 128 |
|
|
2020
Q2 | $426K | Sell |
9,527
-13,818
| -59% | -$618K | 0.1% | 100 |
|
|
2020
Q1 | $886K | Sell |
23,345
-9,289
| -28% | -$353K | 0.27% | 72 |
|
|
2019
Q4 | $2.28M | Sell |
32,634
-2,872
| -8% | -$200K | 0.53% | 46 |
|
|
2019
Q3 | $2.51M | Buy |
35,506
+1,490
| +4% | +$105K | 0.64% | 41 |
|
|
2019
Q2 | $2.61M | Buy |
34,016
+755
| +2% | +$57.9K | 0.7% | 39 |
|
|
2019
Q1 | $2.69M | Sell |
33,261
-702
| -2% | -$56.7K | 0.75% | 35 |
|
|
2018
Q4 | $2.32M | Buy |
33,963
+979
| +3% | +$66.8K | 0.76% | 39 |
|
|
2018
Q3 | $2.8M | Sell |
32,984
-994
| -3% | -$84.5K | 0.83% | 33 |
|
|
2018
Q2 | $2.81M | Sell |
33,978
-2,591
| -7% | -$214K | 0.9% | 27 |
|
|
2018
Q1 | $2.73M | Buy |
36,569
+1,301
| +4% | +$97.1K | 0.89% | 27 |
|
|
2017
Q4 | $2.95M | Sell |
35,268
-2,045
| -5% | -$171K | 1.01% | 21 |
|
|
2017
Q3 | $3.06M | Buy |
37,313
+2,220
| +6% | +$182K | 1.17% | 16 |
|
|
2017
Q2 | $2.83M | Sell |
35,093
-649
| -2% | -$52.4K | 1.25% | 19 |
|
|
2017
Q1 | $2.93M | Buy |
35,742
+381
| +1% | +$31.2K | 1.36% | 15 |
|
|
2016
Q4 | $3.19M | Sell |
35,361
-667
| -2% | -$60.2K | 1.61% | 12 |
|
|
2016
Q3 | $3.15M | Sell |
36,028
-503
| -1% | -$43.9K | 1.62% | 12 |
|
|
2016
Q2 | $3.42M | Sell |
36,531
-142
| -0.4% | -$13.3K | 1.78% | 11 |
|
|
2016
Q1 | $3.07M | Buy |
36,673
+684
| +2% | +$57.2K | 1.7% | 10 |
|
|
2015
Q4 | $2.81M | Buy |
35,989
+3,952
| +12% | +$308K | 1.61% | 13 |
|
|
2015
Q3 | $2.38M | Sell |
32,037
-3,940
| -11% | -$293K | 1.48% | 14 |
|
|
2015
Q2 | $2.99M | Buy |
35,977
+1,334
| +4% | +$111K | 1.62% | 12 |
|
|
2015
Q1 | $2.95M | Buy |
34,643
+859
| +3% | +$73K | 1.9% | 11 |
|
|
2014
Q4 | $3.12M | Buy |
33,784
+17,064
| +102% | +$1.58M | 2.44% | 5 |
|
|
2014
Q3 | $1.57M | Sell |
16,720
-420
| -2% | -$39.5K | 1.49% | 16 |
|
|
2014
Q2 | $1.73M | Buy |
17,140
+489
| +3% | +$49.2K | 1.82% | 10 |
|
|
2014
Q1 | $1.63M | Sell |
16,651
-14,028
| -46% | -$1.37M | 1.77% | 11 |
|
|
2013
Q4 | $3.11M | Sell |
30,679
-3,402
| -10% | -$344K | 3.02% | 5 |
|
|
2013
Q3 | $2.93M | Buy |
34,081
+8,206
| +32% | +$706K | 3.47% | 6 |
|
|
2013
Q2 | $2.34M | Buy |
+25,875
| New | +$2.34M | 3.53% | 6 |
|