Bragg Financial Advisors’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,399
| Closed | -$228K | – | 333 |
|
|
2024
Q3 | $228K | Sell |
1,399
-608
| -30% | -$99.1K | 0.01% | 313 |
|
|
2024
Q2 | $348K | Hold |
2,007
| – | – | 0.02% | 267 |
|
|
2024
Q1 | $404K | Sell |
2,007
-100
| -5% | -$20.2K | 0.02% | 259 |
|
|
2023
Q4 | $313K | Sell |
2,107
-180
| -8% | -$26.7K | 0.01% | 273 |
|
|
2023
Q3 | $346K | Sell |
2,287
-36
| -2% | -$5.45K | 0.02% | 264 |
|
|
2023
Q2 | $271K | Hold |
2,323
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $313K | Sell |
2,323
-83
| -3% | -$11.2K | 0.02% | 275 |
|
|
2022
Q4 | $280K | Hold |
2,406
| – | – | 0.02% | 276 |
|
|
2022
Q3 | $239K | Buy |
+2,406
| New | +$239K | 0.02% | 276 |
|
|
2022
Q2 | – | Sell |
-2,360
| Closed | -$202K | – | 312 |
|
|
2022
Q1 | $202K | Buy |
+2,360
| New | +$202K | 0.01% | 311 |
|