Schneider Downs Wealth Management Advisors’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
Q4 | $234K | Sell |
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|
2025
Q3 | $1.87M | Buy |
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|
2025
Q2 | $1.73M | Sell |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.63M | Hold |
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|
2023
Q3 | $1.92M | Sell |
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|
2023
Q2 | $1.75M | Hold |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $304K | Buy |
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|
2021
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $259K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $244K | Buy |
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