Morton Brown Family Wealth’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Buy |
1,222
+3
| +0.2% | +$323 | 0.04% | 77 |
|
|
2025
Q1 | $145K | Buy |
1,219
+61
| +5% | +$7.25K | 0.05% | 68 |
|
|
2024
Q4 | $125K | Sell |
1,158
-272
| -19% | -$29.2K | 0.04% | 74 |
|
|
2024
Q3 | $168K | Buy |
1,430
+398
| +39% | +$46.6K | 0.06% | 60 |
|
|
2024
Q2 | $123K | Sell |
1,032
-10
| -1% | -$1.19K | 0.05% | 66 |
|
|
2024
Q1 | $121K | Sell |
1,042
-728
| -41% | -$84.6K | 0.05% | 64 |
|
|
2023
Q4 | $177K | Buy |
1,770
+1,051
| +146% | +$105K | 0.08% | 55 |
|
|
2023
Q3 | $84.5K | Hold |
719
| – | – | 0.04% | 65 |
|
|
2023
Q2 | $77.1K | Sell |
719
-5
| -0.7% | -$536 | 0.04% | 65 |
|
|
2023
Q1 | $79.4K | Hold |
724
| – | – | 0.05% | 66 |
|
|
2022
Q4 | $79.9K | Sell |
724
-663
| -48% | -$73.1K | 0.05% | 69 |
|
|
2022
Q3 | $121K | Buy |
1,387
+16
| +1% | +$1.4K | 0.1% | 50 |
|
|
2022
Q2 | $117K | Buy |
+1,371
| New | +$117K | 0.09% | 48 |
|