Midwest Heritage Bank’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 | $438K | Buy |
4,060
+3
| +0.1% | +$323 | 0.16% | 34 |
|
|
2025
Q1 | $482K | Buy |
4,057
+4
| +0.1% | +$476 | 0.2% | 33 |
|
|
2024
Q4 | $436K | Buy |
4,053
+3
| +0.1% | +$323 | 0.2% | 37 |
|
|
2024
Q3 | $475K | Sell |
4,050
-378
| -9% | -$44.3K | 0.22% | 34 |
|
|
2024
Q2 | $510K | Buy |
4,428
+284
| +7% | +$32.7K | 0.26% | 32 |
|
|
2024
Q1 | $482K | Buy |
4,144
+3
| +0.1% | +$349 | 0.25% | 33 |
|
|
2023
Q4 | $414K | Sell |
4,141
-276
| -6% | -$27.6K | 0.28% | 35 |
|
|
2023
Q3 | $519K | Hold |
4,417
| – | – | 0.39% | 29 |
|
|
2023
Q2 | $474K | Hold |
4,417
| – | – | 0.36% | 30 |
|
|
2023
Q1 | $484K | Hold |
4,417
| – | – | 0.39% | 29 |
|
|
2022
Q4 | $487K | Hold |
4,417
| – | – | 0.47% | 36 |
|
|
2022
Q3 | $386K | Sell |
4,417
-273
| -6% | -$23.9K | 0.4% | 39 |
|
|
2022
Q2 | $402K | Sell |
4,690
-235
| -5% | -$20.1K | 0.36% | 43 |
|
|
2022
Q1 | $407K | Sell |
4,925
-1,300
| -21% | -$107K | 0.32% | 39 |
|
|
2021
Q4 | $381K | Buy |
+6,225
| New | +$381K | 0.37% | 41 |
|