MWM
Mindset Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
14,616
+365
| +3% | +$39.3K | 0.52% | 15 |
|
|
2025
Q1 | $1.69M | Buy |
14,251
+3,510
| +33% | +$417K | 0.66% | 13 |
|
|
2024
Q4 | $1.16M | Buy |
10,741
+7,311
| +213% | +$786K | 0.42% | 17 |
|
|
2024
Q3 | $402K | Buy |
+3,430
| New | +$402K | 0.17% | 74 |
|