9WM
9258 Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.93M | Sell |
17,988
-562
| -3% | -$91.6K | 0.43% | 46 |
|
|
2024
Q2 | $3.22M | Buy |
18,550
+159
| +0.9% | +$27.6K | 0.5% | 41 |
|
|
2024
Q1 | $3.71M | Buy |
18,391
+4
| +0% | +$806 | 0.58% | 36 |
|
|
2023
Q4 | $2.73M | Sell |
18,387
-120
| -0.6% | -$17.8K | 0.48% | 44 |
|
|
2023
Q3 | $2.8M | Sell |
18,507
-33
| -0.2% | -$4.99K | 0.54% | 40 |
|
|
2023
Q2 | $2.16M | Sell |
18,540
-575
| -3% | -$67K | 0.41% | 49 |
|
|
2023
Q1 | $2.58M | Sell |
19,115
-4
| -0% | -$539 | 0.52% | 43 |
|
|
2022
Q4 | $2.23M | Buy |
19,119
+6
| +0% | +$698 | 0.48% | 49 |
|
|
2022
Q3 | $1.9M | Sell |
19,113
-1,493
| -7% | -$148K | 0.49% | 48 |
|
|
2022
Q2 | $1.69M | Buy |
20,606
+322
| +2% | +$26.5K | 0.43% | 55 |
|
|
2022
Q1 | $1.73M | Buy |
20,284
+98
| +0.5% | +$8.38K | 0.4% | 52 |
|
|
2021
Q4 | $1.29M | Sell |
20,186
-482
| -2% | -$30.9K | 0.3% | 72 |
|
|
2021
Q3 | $1.28M | Buy |
20,668
+21
| +0.1% | +$1.3K | 0.34% | 62 |
|
|
2021
Q2 | $1.25M | Buy |
20,647
+218
| +1% | +$13.2K | 0.34% | 65 |
|
|
2021
Q1 | $1.09M | Sell |
20,429
-1,122
| -5% | -$60K | 0.33% | 70 |
|
|
2020
Q4 | $891K | Sell |
21,551
-7,760
| -26% | -$321K | 0.29% | 84 |
|
|
2020
Q3 | $865K | Buy |
29,311
+633
| +2% | +$18.7K | 0.33% | 74 |
|
|
2020
Q2 | $1.07M | Buy |
28,678
+2,019
| +8% | +$75.5K | 0.43% | 50 |
|
|
2020
Q1 | $705K | Buy |
26,659
+8,100
| +44% | +$214K | 0.31% | 90 |
|
|
2019
Q4 | $1.12M | Buy |
18,559
+748
| +4% | +$45.1K | 0.41% | 63 |
|
|
2019
Q3 | $1.08M | Sell |
17,811
-767
| -4% | -$46.6K | 0.84% | 30 |
|
|
2019
Q2 | $1.04M | Buy |
18,578
+3,598
| +24% | +$201K | 0.84% | 34 |
|
|
2019
Q1 | $897K | Buy |
14,980
+3,734
| +33% | +$224K | 0.76% | 42 |
|
|
2018
Q4 | $664K | Buy |
+11,246
| New | +$664K | 0.64% | 51 |
|