Meridian Wealth Partners’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 | $673K | Sell |
6,238
-478
| -7% | -$51.5K | 0.1% | 51 |
|
|
2025
Q1 | $799K | Sell |
6,716
-546
| -8% | -$64.9K | 0.13% | 44 |
|
|
2024
Q4 | $781K | Buy |
7,262
+25
| +0.3% | +$2.69K | 0.12% | 47 |
|
|
2024
Q3 | $848K | Sell |
7,237
-3,014
| -29% | -$353K | 0.13% | 44 |
|
|
2024
Q2 | $1.18M | Sell |
10,251
-58
| -0.6% | -$6.68K | 0.21% | 38 |
|
|
2024
Q1 | $1.2M | Buy |
10,309
+13
| +0.1% | +$1.51K | 0.22% | 37 |
|
|
2023
Q4 | $1.03M | Sell |
10,296
-3,446
| -25% | -$345K | 0.2% | 39 |
|
|
2023
Q3 | $1.62M | Buy |
13,742
+266
| +2% | +$31.3K | 0.34% | 26 |
|
|
2023
Q2 | $1.45M | Sell |
13,476
-595
| -4% | -$63.8K | 0.3% | 26 |
|
|
2023
Q1 | $1.54M | Buy |
14,071
+469
| +3% | +$51.4K | 0.34% | 26 |
|
|
2022
Q4 | $1.5M | Buy |
13,602
+391
| +3% | +$43.1K | 0.35% | 26 |
|
|
2022
Q3 | $1.15M | Buy |
13,211
+3,158
| +31% | +$276K | 0.29% | 28 |
|
|
2022
Q2 | $861K | Buy |
10,053
+1,476
| +17% | +$126K | 0.2% | 33 |
|
|
2022
Q1 | $709K | Sell |
8,577
-3,284
| -28% | -$271K | 0.15% | 41 |
|
|
2021
Q4 | $725K | Buy |
11,861
+315
| +3% | +$19.3K | 0.15% | 42 |
|
|
2021
Q3 | $679K | Sell |
11,546
-131
| -1% | -$7.7K | 0.15% | 41 |
|
|
2021
Q2 | $737K | Sell |
11,677
-463
| -4% | -$29.2K | 0.17% | 39 |
|
|
2021
Q1 | $678K | Buy |
12,140
+478
| +4% | +$26.7K | 0.2% | 37 |
|
|
2020
Q4 | $481K | Sell |
11,662
-71
| -0.6% | -$2.93K | 0.2% | 35 |
|
|
2020
Q3 | $403K | Buy |
11,733
+91
| +0.8% | +$3.13K | 0.2% | 34 |
|
|
2020
Q2 | $521K | Sell |
11,642
-135
| -1% | -$6.04K | 0.28% | 30 |
|
|
2020
Q1 | $447K | Sell |
11,777
-5,630
| -32% | -$214K | 0.27% | 32 |
|
|
2019
Q4 | $1.22M | Buy |
+17,407
| New | +$1.22M | 0.76% | 16 |
|