Number of Shares
5,201.00
Current Holdings Value*
$618,510.00
% of Portfolio
0.18%
Total Estimate Gain
$273,420.33
% of Total Estimate Gain
21.86%

MPS Loria Financial Planners, LLC's Exxon Mobil Corp Holding Summary

As of 2025-03-31, MPS Loria Financial Planners, LLC held 5,201.00 shares of Exxon Mobil Corp(XOM), totaling $618,510.00. This investment constitutes 0.18% of their stock portfolio, and MPS Loria Financial Planners, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2018Q2. And since then MPS Loria Financial Planners, LLC has made 14 purchases of XOM, at an average price of $75.71, for a total of 16,517.00 shares. In addition, there have been 14 sales at an average price of $84.79 for 11,316.00 shares. Based on historical transaction data and XOM's current price of $108.54, MPS Loria Financial Planners, LLC's estimated gain on his XOM holdings is $273,420.33, reflecting a 21.86% gain to date.

MPS Loria Financial Planners, LLC XOM ($108.54) Holding Chart

MPS Loria Financial Planners, LLC XOM ($108.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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