MRWM
ML&R Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.85M | Sell |
15,910
-9
| -0.1% | -$1.05K | 0.43% | 19 |
|
|
2023
Q4 | $1.59M | Buy |
15,919
+5,070
| +47% | +$507K | 0.36% | 23 |
|
|
2023
Q3 | $1.28M | Sell |
10,849
-17,701
| -62% | -$2.08M | 0.33% | 26 |
|
|
2023
Q2 | $3.06M | Buy |
28,550
+17,741
| +164% | +$1.9M | 0.68% | 19 |
|
|
2023
Q1 | $1.19M | Sell |
10,809
-238
| -2% | -$26.1K | 0.32% | 27 |
|
|
2022
Q4 | $1.22M | Sell |
11,047
-147
| -1% | -$16.2K | 0.36% | 24 |
|
|
2022
Q3 | $977K | Sell |
11,194
-640
| -5% | -$55.9K | 0.33% | 25 |
|
|
2022
Q2 | $1.01M | Buy |
11,834
+2,934
| +33% | +$251K | 0.46% | 17 |
|
|
2022
Q1 | $735K | Buy |
8,900
+2,048
| +30% | +$169K | 0.27% | 22 |
|
|
2021
Q4 | $419K | Buy |
+6,852
| New | +$419K | 0.16% | 28 |
|