MPS Loria Financial Planners’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 | $565K | Buy |
5,237
+36
| +0.7% | +$3.88K | 0.17% | 40 |
|
|
2025
Q1 | $619K | Sell |
5,201
-2,991
| -37% | -$356K | 0.18% | 34 |
|
|
2024
Q4 | $881K | Buy |
8,192
+59
| +0.7% | +$6.35K | 0.26% | 28 |
|
|
2024
Q3 | $953K | Sell |
8,133
-133
| -2% | -$15.6K | 0.28% | 27 |
|
|
2024
Q2 | $952K | Sell |
8,266
-394
| -5% | -$45.4K | 0.31% | 29 |
|
|
2024
Q1 | $1.01M | Sell |
8,660
-283
| -3% | -$32.9K | 0.34% | 26 |
|
|
2023
Q4 | $894K | Buy |
8,943
+25
| +0.3% | +$2.5K | 0.31% | 30 |
|
|
2023
Q3 | $1.05M | Buy |
8,918
+366
| +4% | +$43K | 0.41% | 24 |
|
|
2023
Q2 | $917K | Sell |
8,552
-974
| -10% | -$104K | 0.34% | 26 |
|
|
2023
Q1 | $1.04M | Buy |
9,526
+74
| +0.8% | +$8.12K | 0.42% | 23 |
|
|
2022
Q4 | $1.04M | Buy |
9,452
+13
| +0.1% | +$1.43K | 0.46% | 24 |
|
|
2022
Q3 | $824K | Buy |
9,439
+316
| +3% | +$27.6K | 0.32% | 27 |
|
|
2022
Q2 | $781K | Sell |
9,123
-818
| -8% | -$70K | 0.35% | 26 |
|
|
2022
Q1 | $821K | Buy |
9,941
+31
| +0.3% | +$2.56K | 0.34% | 27 |
|
|
2021
Q4 | $606K | Buy |
9,910
+854
| +9% | +$52.2K | 0.25% | 36 |
|
|
2021
Q3 | $532K | Sell |
9,056
-1,144
| -11% | -$67.2K | 0.24% | 35 |
|
|
2021
Q2 | $643K | Buy |
10,200
+40
| +0.4% | +$2.52K | 0.3% | 30 |
|
|
2021
Q1 | $567K | Sell |
10,160
-1,851
| -15% | -$103K | 0.26% | 34 |
|
|
2020
Q4 | $498K | Sell |
12,011
-461
| -4% | -$19.1K | 0.22% | 36 |
|
|
2020
Q3 | $428K | Buy |
12,472
+1,531
| +14% | +$52.5K | 0.22% | 34 |
|
|
2020
Q2 | $489K | Buy |
10,941
+249
| +2% | +$11.1K | 0.26% | 28 |
|
|
2020
Q1 | $406K | Buy |
10,692
+54
| +0.5% | +$2.05K | 0.31% | 30 |
|
|
2019
Q4 | $742K | Buy |
10,638
+32
| +0.3% | +$2.23K | 0.44% | 25 |
|
|
2019
Q3 | $748K | Sell |
10,606
-146
| -1% | -$10.3K | 0.49% | 23 |
|
|
2019
Q2 | $823K | Buy |
10,752
+29
| +0.3% | +$2.22K | 0.53% | 24 |
|
|
2019
Q1 | $866K | Sell |
10,723
-711
| -6% | -$57.4K | 0.57% | 23 |
|
|
2018
Q4 | $779K | Sell |
11,434
-480
| -4% | -$32.7K | 0.56% | 24 |
|
|
2018
Q3 | $1.01M | Sell |
11,914
-930
| -7% | -$79.1K | 0.63% | 21 |
|
|
2018
Q2 | $1.06M | Sell |
12,844
-495
| -4% | -$41K | 1.07% | 17 |
|
|
2018
Q1 | $995K | Buy |
13,339
+89
| +0.7% | +$6.64K | 0.7% | 22 |
|
|
2017
Q4 | $1.11M | Buy |
13,250
+36
| +0.3% | +$3.01K | 0.76% | 21 |
|
|
2017
Q3 | $1.08M | Sell |
13,214
-622
| -4% | -$51K | 0.77% | 20 |
|
|
2017
Q2 | $1.08M | Buy |
+13,836
| New | +$1.08M | 0.72% | 19 |
|