MSWM
Mowery & Schoenfeld Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
1,875
-6
| -0.3% | -$647 | 0.31% | 46 |
|
|
2025
Q1 | $224K | Buy |
1,881
+217
| +13% | +$25.8K | 0.44% | 42 |
|
|
2024
Q4 | $179K | Buy |
1,664
+152
| +10% | +$16.4K | 0.35% | 47 |
|
|
2024
Q3 | $177K | Hold |
1,512
| – | – | 0.28% | 40 |
|
|
2024
Q2 | $174K | Buy |
1,512
+458
| +43% | +$52.7K | 0.25% | 38 |
|
|
2024
Q1 | $123K | Sell |
1,054
-41
| -4% | -$4.77K | 0.24% | 46 |
|
|
2023
Q4 | $109K | Buy |
+1,095
| New | +$109K | 0.22% | 54 |
|