MAM
Morse Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
30,082
-22,760
| -43% | -$2.45M | 0.71% | 41 |
|
|
2025
Q1 | $6.28M | Sell |
52,842
-14,110
| -21% | -$1.68M | 1.59% | 20 |
|
|
2024
Q4 | $7.2M | Sell |
66,952
-6,206
| -8% | -$668K | 1.65% | 16 |
|
|
2024
Q3 | $8.58M | Buy |
73,158
+6,439
| +10% | +$755K | 1.85% | 13 |
|
|
2024
Q2 | $7.68M | Buy |
66,719
+52,411
| +366% | +$6.03M | 1.86% | 15 |
|
|
2024
Q1 | $1.66M | Buy |
14,308
+1
| +0% | +$116 | 0.42% | 61 |
|
|
2023
Q4 | $1.43M | Buy |
14,307
+1,292
| +10% | +$129K | 0.42% | 62 |
|
|
2023
Q3 | $1.53M | Buy |
13,015
+150
| +1% | +$17.6K | 0.48% | 59 |
|
|
2023
Q2 | $1.38M | Sell |
12,865
-74
| -0.6% | -$7.94K | 0.42% | 65 |
|
|
2023
Q1 | $1.42M | Buy |
12,939
+1
| +0% | +$110 | 0.48% | 64 |
|
|
2022
Q4 | $1.43M | Buy |
12,938
+1
| +0% | +$110 | 0.52% | 62 |
|
|
2022
Q3 | $1.13M | Sell |
12,937
-9,999
| -44% | -$873K | 0.43% | 69 |
|
|
2022
Q2 | $1.96M | Buy |
22,936
+10,001
| +77% | +$856K | 0.63% | 55 |
|
|
2022
Q1 | $1.07M | Sell |
12,935
-49
| -0.4% | -$4.05K | 0.27% | 93 |
|
|
2021
Q4 | $794K | Sell |
12,984
-162
| -1% | -$9.91K | 0.18% | 101 |
|
|
2021
Q3 | $773K | Sell |
13,146
-198
| -1% | -$11.6K | 0.18% | 107 |
|
|
2021
Q2 | $842K | Sell |
13,344
-199
| -1% | -$12.6K | 0.2% | 94 |
|
|
2021
Q1 | $756K | Buy |
13,543
+6,952
| +105% | +$388K | 0.19% | 96 |
|
|
2020
Q4 | $272K | Sell |
6,591
-14,248
| -68% | -$588K | 0.08% | 125 |
|
|
2020
Q3 | $715K | Sell |
20,839
-3,498
| -14% | -$120K | 0.23% | 79 |
|
|
2020
Q2 | $1.09M | Buy |
24,337
+2
| +0% | +$89 | 0.39% | 59 |
|
|
2020
Q1 | $924K | Sell |
24,335
-1,410
| -5% | -$53.5K | 0.44% | 54 |
|
|
2019
Q4 | $1.8M | Buy |
25,745
+317
| +1% | +$22.1K | 0.62% | 51 |
|
|
2019
Q3 | $1.8M | Sell |
25,428
-2,032
| -7% | -$143K | 0.67% | 47 |
|
|
2019
Q2 | $2.1M | Sell |
27,460
-534
| -2% | -$40.9K | 0.62% | 47 |
|
|
2019
Q1 | $2.26M | Hold |
27,994
| – | – | 0.68% | 47 |
|
|
2018
Q4 | $1.91M | Hold |
27,994
| – | – | 0.68% | 46 |
|
|
2018
Q3 | $2.38M | Sell |
27,994
-200
| -0.7% | -$17K | 0.63% | 49 |
|
|
2018
Q2 | $2.33M | Sell |
28,194
-663
| -2% | -$54.8K | 0.64% | 45 |
|
|
2018
Q1 | $2.15M | Sell |
28,857
-750
| -3% | -$56K | 0.6% | 53 |
|
|
2017
Q4 | $2.48M | Sell |
29,607
-350
| -1% | -$29.3K | 0.69% | 50 |
|
|
2017
Q3 | $2.46M | Buy |
29,957
+350
| +1% | +$28.7K | 0.73% | 48 |
|
|
2017
Q2 | $2.39M | Sell |
29,607
-2,908
| -9% | -$235K | 0.78% | 46 |
|
|
2017
Q1 | $2.67M | Buy |
+32,515
| New | +$2.67M | 0.91% | 39 |
|