Measured Wealth Private Client Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $872K | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $906K | Buy |
|
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.31M | Sell |
|
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $783K | Sell |
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|
2021
Q3 | $759K | Sell |
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|
2021
Q2 | $2.47M | Sell |
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|
2021
Q1 | $2.24M | Sell |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $546K | Sell |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $879K | Sell |
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|
2019
Q2 | $1.23M | Buy |
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|
2019
Q1 | $1.12M | Buy |
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|
2018
Q4 | $824K | Sell |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $1.01M | Buy |
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|
2017
Q3 | $326K | Buy |
|