MWM
Minot Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.42M | Buy |
51,588
+10,692
| +26% | +$916K | 1.14% | 24 |
|
|
2022
Q1 | $3.38M | Buy |
40,896
+5,477
| +15% | +$452K | 0.73% | 38 |
|
|
2021
Q4 | $2.17M | Sell |
35,419
-2,522
| -7% | -$154K | 0.42% | 59 |
|
|
2021
Q3 | $2.23M | Buy |
37,941
+908
| +2% | +$53.4K | 0.48% | 56 |
|
|
2021
Q2 | $2.26M | Buy |
37,033
+4,070
| +12% | +$248K | 0.49% | 56 |
|
|
2021
Q1 | $1.84M | Buy |
32,963
+2,947
| +10% | +$165K | 0.47% | 62 |
|
|
2020
Q4 | $1.24M | Sell |
30,016
-1,064
| -3% | -$43.8K | 0.37% | 68 |
|
|
2020
Q3 | $1.07M | Buy |
31,080
+3,729
| +14% | +$128K | 0.4% | 69 |
|
|
2020
Q2 | $1.22M | Sell |
27,351
-138
| -0.5% | -$6.17K | 0.61% | 57 |
|
|
2020
Q1 | $1.04M | Buy |
27,489
+1,692
| +7% | +$64.3K | 0.75% | 49 |
|
|
2019
Q4 | $1.73M | Buy |
+25,797
| New | +$1.73M | 0.79% | 43 |
|