MCWA
Meadow Creek Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
13,244
+2,490
| +23% | +$268K | 0.96% | 22 |
|
|
2025
Q1 | $1.28M | Buy |
10,754
+559
| +5% | +$66.5K | 0.95% | 25 |
|
|
2024
Q4 | $1.1M | Sell |
10,195
-214
| -2% | -$23K | 0.79% | 30 |
|
|
2024
Q3 | $1.22M | Buy |
10,409
+628
| +6% | +$73.6K | 0.97% | 25 |
|
|
2024
Q2 | $1.13M | Buy |
9,781
+2,288
| +31% | +$263K | 1.06% | 24 |
|
|
2024
Q1 | $871K | Buy |
7,493
+48
| +0.6% | +$5.58K | 0.61% | 41 |
|
|
2023
Q4 | $744K | Buy |
+7,445
| New | +$744K | 0.72% | 31 |
|
|
2022
Q3 | $510K | Buy |
5,845
+186
| +3% | +$16.2K | 0.67% | 33 |
|
|
2022
Q2 | $485K | Sell |
5,659
-1,571
| -22% | -$135K | 0.6% | 40 |
|
|
2022
Q1 | $597K | Sell |
7,230
-510
| -7% | -$42.1K | 0.65% | 38 |
|
|
2021
Q4 | $474K | Buy |
+7,740
| New | +$474K | 0.45% | 58 |
|
|
2019
Q4 | $285K | Buy |
+4,082
| New | +$285K | 0.39% | 75 |
|