AEPWM
Atlantic Edge Private Wealth Management’s Marathon Petroleum MPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $449K | Sell |
2,705
-230
| -8% | -$38.2K | 0.12% | 94 |
|
2025
Q1 | $428K | Hold |
2,935
| – | – | 0.13% | 91 |
|
2024
Q4 | $409K | Hold |
2,935
| – | – | 0.13% | 96 |
|
2024
Q3 | $478K | Hold |
2,935
| – | – | 0.15% | 93 |
|
2024
Q2 | $509K | Sell |
2,935
-40
| -1% | -$6.94K | 0.17% | 91 |
|
2024
Q1 | $599K | Buy |
2,975
+225
| +8% | +$45.3K | 0.21% | 87 |
|
2023
Q4 | $408K | Buy |
+2,750
| New | +$408K | 0.17% | 94 |
|