MPS Loria Financial Planners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $594K | Buy |
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|
2025
Q2 | $565K | Buy |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $953K | Sell |
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|
2024
Q2 | $952K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $894K | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $917K | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $824K | Buy |
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|
2022
Q2 | $781K | Sell |
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|
2022
Q1 | $821K | Buy |
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|
2021
Q4 | $606K | Buy |
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|
2021
Q3 | $532K | Sell |
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|
2021
Q2 | $643K | Buy |
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|
2021
Q1 | $567K | Sell |
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|
2020
Q4 | $498K | Sell |
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|
2020
Q3 | $428K | Buy |
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|
2020
Q2 | $489K | Buy |
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|
2020
Q1 | $406K | Buy |
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|
2019
Q4 | $742K | Buy |
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|
2019
Q3 | $748K | Sell |
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|
2019
Q2 | $823K | Buy |
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|
2019
Q1 | $866K | Sell |
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|
2018
Q4 | $779K | Sell |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $995K | Buy |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $1.08M | Sell |
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|
2017
Q2 | $1.08M | Buy |
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