Menard Financial Group’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 | $2.41M | Sell |
22,379
-206
| -0.9% | -$22.2K | 1.43% | 13 |
|
|
2025
Q1 | $2.36M | Sell |
22,585
-282
| -1% | -$29.5K | 1.55% | 12 |
|
|
2024
Q4 | $2.46M | Buy |
22,867
+3,823
| +20% | +$411K | 1.48% | 11 |
|
|
2024
Q3 | $2.23M | Sell |
19,044
-48
| -0.3% | -$5.63K | 1.47% | 12 |
|
|
2024
Q2 | $2.2M | Buy |
19,092
+1,577
| +9% | +$182K | 1.57% | 11 |
|
|
2024
Q1 | $2.04M | Sell |
17,515
-3,356
| -16% | -$390K | 1.71% | 8 |
|
|
2023
Q4 | $2.09M | Buy |
20,871
+143
| +0.7% | +$14.3K | 2.59% | 8 |
|
|
2023
Q3 | $2.44M | Buy |
20,728
+1,676
| +9% | +$197K | 3.52% | 5 |
|
|
2023
Q2 | $2.04M | Buy |
19,052
+7,384
| +63% | +$792K | 4.2% | 6 |
|
|
2023
Q1 | $1.28M | Sell |
11,668
-909
| -7% | -$99.7K | 2.96% | 8 |
|
|
2022
Q4 | $1.39M | Sell |
12,577
-330
| -3% | -$36.4K | 3.31% | 6 |
|
|
2022
Q3 | $1.13M | Sell |
12,907
-8,210
| -39% | -$717K | 2.04% | 8 |
|
|
2022
Q2 | $1.81M | Buy |
21,117
+14,645
| +226% | +$1.25M | 2.96% | 5 |
|
|
2022
Q1 | $535K | Buy |
6,472
+2,592
| +67% | +$214K | 0.53% | 56 |
|
|
2021
Q4 | $237K | Sell |
3,880
-337
| -8% | -$20.6K | 0.19% | 133 |
|
|
2021
Q3 | $248K | Sell |
4,217
-478
| -10% | -$28.1K | 0.22% | 134 |
|
|
2021
Q2 | $296K | Sell |
4,695
-3,312
| -41% | -$209K | 0.28% | 107 |
|
|
2021
Q1 | $447K | Buy |
+8,007
| New | +$447K | 0.48% | 55 |
|
|
2020
Q4 | – | Sell |
-7,079
| Closed | -$243K | – | 160 |
|
|
2020
Q3 | $243K | Sell |
7,079
-1,536
| -18% | -$52.7K | 0.28% | 117 |
|
|
2020
Q2 | $385K | Buy |
+8,615
| New | +$385K | 0.48% | 47 |
|
|
2020
Q1 | – | Sell |
-3,682
| Closed | -$257K | – | 123 |
|
|
2019
Q4 | $257K | Buy |
+3,682
| New | +$257K | 0.25% | 113 |
|