MWPCG
Measured Wealth Private Client Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
6,232
+473
| +8% | +$51K | 0.2% | 73 |
|
|
2025
Q1 | $685K | Sell |
5,759
-1,699
| -23% | -$202K | 0.22% | 67 |
|
|
2024
Q4 | $802K | Buy |
7,458
+21
| +0.3% | +$2.26K | 0.26% | 49 |
|
|
2024
Q3 | $872K | Sell |
7,437
-1,280
| -15% | -$150K | 0.29% | 51 |
|
|
2024
Q2 | $1M | Sell |
8,717
-350
| -4% | -$40.3K | 0.35% | 35 |
|
|
2024
Q1 | $1.05M | Hold |
9,067
| – | – | 0.37% | 36 |
|
|
2023
Q4 | $906K | Buy |
9,067
+1
| +0% | +$100 | 0.33% | 39 |
|
|
2023
Q3 | $1.07M | Sell |
9,066
-422
| -4% | -$49.6K | 0.43% | 33 |
|
|
2023
Q2 | $1.02M | Sell |
9,488
-2,435
| -20% | -$261K | 0.39% | 35 |
|
|
2023
Q1 | $1.31M | Sell |
11,923
-42
| -0.4% | -$4.61K | 0.5% | 26 |
|
|
2022
Q4 | $1.32M | Buy |
11,965
+211
| +2% | +$23.3K | 0.54% | 27 |
|
|
2022
Q3 | $1.03M | Buy |
11,754
+27
| +0.2% | +$2.36K | 0.45% | 31 |
|
|
2022
Q2 | $1M | Sell |
11,727
-733
| -6% | -$62.8K | 0.44% | 35 |
|
|
2022
Q1 | $1.03M | Sell |
12,460
-337
| -3% | -$27.8K | 0.38% | 34 |
|
|
2021
Q4 | $783K | Sell |
12,797
-103
| -0.8% | -$6.3K | 0.28% | 51 |
|
|
2021
Q3 | $759K | Sell |
12,900
-26,225
| -67% | -$1.54M | 0.29% | 53 |
|
|
2021
Q2 | $2.47M | Sell |
39,125
-1,050
| -3% | -$66.2K | 0.79% | 23 |
|
|
2021
Q1 | $2.24M | Sell |
40,175
-638
| -2% | -$35.6K | 0.8% | 22 |
|
|
2020
Q4 | $1.68M | Buy |
40,813
+8,690
| +27% | +$358K | 0.7% | 25 |
|
|
2020
Q3 | $1.1M | Buy |
32,123
+8,617
| +37% | +$296K | 0.53% | 32 |
|
|
2020
Q2 | $1.05M | Buy |
23,506
+9,126
| +63% | +$408K | 0.61% | 25 |
|
|
2020
Q1 | $546K | Sell |
14,380
-1,117
| -7% | -$42.4K | 0.43% | 38 |
|
|
2019
Q4 | $1.08M | Buy |
15,497
+3,046
| +24% | +$212K | 0.72% | 20 |
|
|
2019
Q3 | $879K | Sell |
12,451
-3,645
| -23% | -$257K | 0.57% | 29 |
|
|
2019
Q2 | $1.23M | Buy |
16,096
+2,247
| +16% | +$172K | 0.71% | 28 |
|
|
2019
Q1 | $1.12M | Buy |
13,849
+1,747
| +14% | +$141K | 0.69% | 25 |
|
|
2018
Q4 | $824K | Sell |
12,102
-322
| -3% | -$21.9K | 0.75% | 24 |
|
|
2018
Q3 | $1.06M | Buy |
12,424
+226
| +2% | +$19.3K | 0.64% | 23 |
|
|
2018
Q2 | $1.01M | Buy |
+12,198
| New | +$1.01M | 0.82% | 20 |
|
|
2017
Q3 | $326K | Buy |
+3,980
| New | +$326K | 0.45% | 35 |
|