MeadowBrook Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Hold |
5,301
| – | – | 0.51% | 47 |
|
|
2025
Q1 | $630K | Hold |
5,301
| – | – | 0.59% | 42 |
|
|
2024
Q4 | $570K | Hold |
5,301
| – | – | 0.51% | 45 |
|
|
2024
Q3 | $621K | Buy |
5,301
+28
| +0.5% | +$3.28K | 0.56% | 45 |
|
|
2024
Q2 | $607K | Sell |
5,273
-125
| -2% | -$14.4K | 0.57% | 43 |
|
|
2024
Q1 | $627K | Sell |
5,398
-425
| -7% | -$49.4K | 0.58% | 44 |
|
|
2023
Q4 | $582K | Buy |
+5,823
| New | +$582K | 0.56% | 46 |
|