MAM
Milestone Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Sell |
7,933
-529
| -6% | -$57K | 0.18% | 104 |
|
|
2025
Q1 | $1.01M | Buy |
8,462
+118
| +1% | +$14K | 0.21% | 88 |
|
|
2024
Q4 | $898K | Buy |
8,344
+1,554
| +23% | +$167K | 0.2% | 114 |
|
|
2024
Q3 | $796K | Sell |
6,790
-319
| -4% | -$37.4K | 0.18% | 103 |
|
|
2024
Q2 | $818K | Buy |
7,109
+10
| +0.1% | +$1.15K | 0.2% | 95 |
|
|
2024
Q1 | $825K | Sell |
7,099
-551
| -7% | -$64.1K | 0.24% | 83 |
|
|
2023
Q4 | $765K | Buy |
7,650
+145
| +2% | +$14.5K | 0.25% | 19 |
|
|
2023
Q3 | $868K | Sell |
7,505
-48
| -0.6% | -$5.55K | 0.3% | 21 |
|
|
2023
Q2 | $810K | Sell |
7,553
-171
| -2% | -$18.3K | 0.36% | 17 |
|
|
2023
Q1 | $847K | Buy |
7,724
+180
| +2% | +$19.7K | 0.48% | 27 |
|
|
2022
Q4 | $851K | Buy |
+7,544
| New | +$851K | 0.51% | 21 |
|