MWM
Merriman Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.07M | Buy |
9,916
+213
| +2% | +$22.9K | 0.04% | 84 |
|
|
2024
Q3 | $1.14M | Sell |
9,703
-89
| -0.9% | -$10.4K | 0.05% | 97 |
|
|
2024
Q2 | $1.13M | Sell |
9,792
-268
| -3% | -$30.9K | 0.05% | 92 |
|
|
2024
Q1 | $1.17M | Sell |
10,060
-457
| -4% | -$53.1K | 0.05% | 87 |
|
|
2023
Q4 | $1.05M | Buy |
10,517
+337
| +3% | +$33.7K | 0.05% | 89 |
|
|
2023
Q3 | $1.2M | Sell |
10,180
-4,318
| -30% | -$508K | 0.06% | 71 |
|
|
2023
Q2 | $1.55M | Buy |
14,498
+943
| +7% | +$101K | 0.08% | 84 |
|
|
2023
Q1 | $1.49M | Buy |
13,555
+1,035
| +8% | +$113K | 0.08% | 70 |
|
|
2022
Q4 | $1.38M | Buy |
12,520
+1,605
| +15% | +$177K | 0.07% | 77 |
|
|
2022
Q3 | $953K | Sell |
10,915
-2,079
| -16% | -$182K | 0.06% | 68 |
|
|
2022
Q2 | $1.11M | Buy |
12,994
+697
| +6% | +$59.7K | 0.08% | 60 |
|
|
2022
Q1 | $1.02M | Sell |
12,297
-2,199
| -15% | -$182K | 0.08% | 82 |
|
|
2021
Q4 | $887K | Buy |
14,496
+1,989
| +16% | +$122K | 0.06% | 111 |
|
|
2021
Q3 | $736K | Buy |
12,507
+1,053
| +9% | +$62K | 0.06% | 116 |
|
|
2021
Q2 | $723K | Sell |
11,454
-403
| -3% | -$25.4K | 0.06% | 135 |
|
|
2021
Q1 | $662K | Sell |
11,857
-7,476
| -39% | -$417K | 0.08% | 113 |
|
|
2020
Q4 | $797K | Buy |
19,333
+9,094
| +89% | +$375K | 0.09% | 124 |
|
|
2020
Q3 | $352K | Sell |
10,239
-200
| -2% | -$6.88K | 0.05% | 128 |
|
|
2020
Q2 | $467K | Sell |
10,439
-10,267
| -50% | -$459K | 0.07% | 112 |
|
|
2020
Q1 | $786K | Buy |
20,706
+686
| +3% | +$26K | 0.17% | 73 |
|
|
2019
Q4 | $1.4M | Sell |
20,020
-453
| -2% | -$31.6K | 0.27% | 67 |
|
|
2019
Q3 | $1.45M | Buy |
20,473
+3,910
| +24% | +$276K | 0.29% | 66 |
|
|
2019
Q2 | $12.7K | Sell |
16,563
-1,621
| -9% | -$1.24K | 0.24% | 78 |
|
|
2019
Q1 | $1.47M | Sell |
18,184
-2,579
| -12% | -$208K | 0.28% | 73 |
|
|
2018
Q4 | $1.48M | Buy |
20,763
+729
| +4% | +$51.9K | 0.32% | 38 |
|
|
2018
Q3 | $1.7M | Sell |
20,034
-7,394
| -27% | -$629K | 0.36% | 48 |
|
|
2018
Q2 | $2.27M | Buy |
27,428
+8,340
| +44% | +$690K | 0.52% | 40 |
|
|
2018
Q1 | $1.42M | Buy |
19,088
+2,115
| +12% | +$158K | 0.38% | 62 |
|
|
2017
Q4 | $1.42M | Sell |
16,973
-414
| -2% | -$34.6K | 0.35% | 65 |
|
|
2017
Q3 | $1.43M | Buy |
17,387
+5,564
| +47% | +$456K | 0.34% | 67 |
|
|
2017
Q2 | $954K | Sell |
11,823
-1,426
| -11% | -$115K | 0.27% | 63 |
|
|
2017
Q1 | $1.09M | Buy |
13,249
+1,891
| +17% | +$155K | 0.26% | 76 |
|
|
2016
Q4 | $1.03M | Sell |
11,358
-35,681
| -76% | -$3.22M | 0.28% | 72 |
|
|
2016
Q3 | $4.11M | Sell |
47,039
-13,647
| -22% | -$1.19M | 0.85% | 43 |
|
|
2016
Q2 | $5.69M | Buy |
60,686
+49,669
| +451% | +$4.66M | 1.6% | 18 |
|
|
2016
Q1 | $921K | Buy |
11,017
+2,090
| +23% | +$175K | 0.86% | 29 |
|
|
2015
Q4 | $691K | Buy |
8,927
+100
| +1% | +$7.74K | 1.01% | 22 |
|
|
2015
Q3 | $656K | Sell |
8,827
-800
| -8% | -$59.5K | 0.37% | 27 |
|
|
2015
Q2 | $795K | Hold |
9,627
| – | – | 1.58% | 14 |
|
|
2015
Q1 | $809K | Sell |
9,627
-350
| -4% | -$29.4K | 0.82% | 28 |
|
|
2014
Q4 | $905K | Buy |
9,977
+350
| +4% | +$31.7K | 1.3% | 18 |
|
|
2014
Q3 | $930K | Buy |
+9,627
| New | +$930K | 1.21% | 21 |
|
|
2014
Q2 | – | Sell |
-9,030
| Closed | -$935K | – | 48 |
|
|
2014
Q1 | $935K | Buy |
+9,030
| New | +$935K | 0.97% | 19 |
|