MWA
MFA Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
38,864
-2,112
| -5% | -$228K | 0.98% | 28 |
|
|
2025
Q1 | $4.87M | Sell |
40,976
-729
| -2% | -$86.7K | 1.21% | 20 |
|
|
2024
Q4 | $4.49M | Buy |
41,705
+2,009
| +5% | +$216K | 1.15% | 25 |
|
|
2024
Q3 | $4.65M | Sell |
39,696
-2,083
| -5% | -$244K | 1.02% | 26 |
|
|
2024
Q2 | $4.81M | Buy |
41,779
+3,829
| +10% | +$441K | 1.05% | 27 |
|
|
2024
Q1 | $4.41M | Buy |
37,950
+1,308
| +4% | +$152K | 1.16% | 25 |
|
|
2023
Q4 | $3.66M | Sell |
36,642
-457
| -1% | -$45.7K | 1.03% | 24 |
|
|
2023
Q3 | $4.36M | Sell |
37,099
-227
| -0.6% | -$26.7K | 1.35% | 21 |
|
|
2023
Q2 | $4M | Sell |
37,326
-32
| -0.1% | -$3.43K | 1.26% | 22 |
|
|
2023
Q1 | $4.1M | Sell |
37,358
-803
| -2% | -$88.1K | 1.35% | 21 |
|
|
2022
Q4 | $4.21M | Sell |
38,161
-2,616
| -6% | -$289K | 1.52% | 19 |
|
|
2022
Q3 | $3.56M | Sell |
40,777
-3,366
| -8% | -$294K | 1.32% | 21 |
|
|
2022
Q2 | $3.78M | Sell |
44,143
-2,955
| -6% | -$253K | 1.38% | 21 |
|
|
2022
Q1 | $3.88M | Sell |
47,098
-8,809
| -16% | -$726K | 1.24% | 25 |
|
|
2021
Q4 | $3.43M | Buy |
55,907
+676
| +1% | +$41.4K | 1.45% | 22 |
|
|
2021
Q3 | $3.25M | Buy |
55,231
+1,382
| +3% | +$81.3K | 1.49% | 23 |
|
|
2021
Q2 | $3.4M | Sell |
53,849
-1,372
| -2% | -$86.6K | 1.53% | 25 |
|
|
2021
Q1 | $3.08M | Buy |
55,221
+6,918
| +14% | +$386K | 1.49% | 27 |
|
|
2020
Q4 | $1.99M | Buy |
48,303
+1,375
| +3% | +$56.7K | 1.77% | 18 |
|
|
2020
Q3 | $1.61M | Buy |
46,928
+1,277
| +3% | +$43.8K | 1.71% | 18 |
|
|
2020
Q2 | $2.04M | Sell |
45,651
-6,882
| -13% | -$308K | 1.32% | 23 |
|
|
2020
Q1 | $1.99M | Buy |
+52,533
| New | +$1.99M | 1.93% | 19 |
|